Wealth Quarterback’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,601
| Closed | -$500K | – | 131 |
|
|
2023
Q2 | $500K | Buy |
9,601
+1,298
| +16% | +$67.6K | 0.35% | 66 |
|
|
2023
Q1 | $303K | Buy |
+8,303
| New | +$303K | 0.26% | 79 |
|
|
2022
Q3 | – | Sell |
-19,217
| Closed | -$703K | – | 119 |
|
|
2022
Q2 | $703K | Buy |
+19,217
| New | +$703K | 0.55% | 41 |
|
|
2021
Q3 | $118K | Hold |
3,983
| – | – | 0.08% | 146 |
|
|
2021
Q2 | $129K | Buy |
+3,983
| New | +$129K | 0.08% | 151 |
|
|
2020
Q4 | $469K | Sell |
16,961
-2,469
| -13% | -$68.3K | 0.39% | 61 |
|
|
2020
Q3 | $480K | Hold |
19,430
| – | – | 0.44% | 59 |
|
|
2020
Q2 | $480K | Buy |
19,430
+7,637
| +65% | +$189K | 0.44% | 59 |
|
|
2020
Q1 | $243K | Sell |
11,793
-89
| -0.7% | -$1.83K | 0.22% | 88 |
|
|
2019
Q4 | $151K | Buy |
+11,882
| New | +$151K | 0.13% | 129 |
|