Zurich Cantonal Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,888
| Closed | -$612K | – | 2744 |
|
|
2024
Q1 | $612K | Hold |
10,888
| – | – | ﹤0.01% | 1342 |
|
|
2023
Q4 | $608K | Hold |
10,888
| – | – | ﹤0.01% | 1381 |
|
|
2023
Q3 | $584K | Buy |
10,888
+1,176
| +12% | +$63.1K | ﹤0.01% | 1300 |
|
|
2023
Q2 | $506K | Hold |
9,712
| – | – | ﹤0.01% | 1340 |
|
|
2023
Q1 | $354K | Buy |
9,712
+1,110
| +13% | +$40.5K | ﹤0.01% | 1509 |
|
|
2022
Q4 | $392K | Sell |
8,602
-1,033
| -11% | -$47.1K | ﹤0.01% | 1399 |
|
|
2022
Q3 | $359K | Hold |
9,635
| – | – | ﹤0.01% | 1397 |
|
|
2022
Q2 | $352K | Sell |
9,635
-2,831
| -23% | -$103K | ﹤0.01% | 1452 |
|
|
2022
Q1 | $498K | Buy |
12,466
+1,427
| +13% | +$57K | ﹤0.01% | 1327 |
|
|
2021
Q4 | $430K | Buy |
11,039
+2,604
| +31% | +$101K | ﹤0.01% | 1564 |
|
|
2021
Q3 | $249K | Hold |
8,435
| – | – | ﹤0.01% | 1780 |
|
|
2021
Q2 | $273K | Sell |
8,435
-648
| -7% | -$21K | ﹤0.01% | 1607 |
|
|
2021
Q1 | $286K | Sell |
9,083
-2,786
| -23% | -$87.7K | ﹤0.01% | 1572 |
|
|
2020
Q4 | $328K | Buy |
11,869
+2,919
| +33% | +$80.7K | ﹤0.01% | 1535 |
|
|
2020
Q3 | $197K | Hold |
8,950
| – | – | ﹤0.01% | 1599 |
|
|
2020
Q2 | $221K | Buy |
8,950
+1,626
| +22% | +$40.2K | ﹤0.01% | 1457 |
|
|
2020
Q1 | $138K | Hold |
7,324
| – | – | ﹤0.01% | 1417 |
|
|
2019
Q4 | $219K | Buy |
7,324
+1,529
| +26% | +$45.7K | ﹤0.01% | 1289 |
|
|
2019
Q3 | $140K | Buy |
5,795
+689
| +13% | +$16.6K | ﹤0.01% | 1438 |
|
|
2019
Q2 | $139K | Hold |
5,106
| – | – | ﹤0.01% | 1439 |
|
|
2019
Q1 | $138K | Sell |
5,106
-883
| -15% | -$23.9K | ﹤0.01% | 1384 |
|
|
2018
Q4 | $167K | Hold |
5,989
| – | – | ﹤0.01% | 1310 |
|
|
2018
Q3 | $212K | Buy |
5,989
+534
| +10% | +$18.9K | ﹤0.01% | 1272 |
|
|
2018
Q2 | $196K | Hold |
5,455
| – | – | ﹤0.01% | 1249 |
|
|
2018
Q1 | $160K | Hold |
5,455
| – | – | ﹤0.01% | 1322 |
|
|
2017
Q4 | $168K | Buy |
5,455
+1,507
| +38% | +$46.4K | ﹤0.01% | 1288 |
|
|
2017
Q3 | $115K | Hold |
3,948
| – | – | ﹤0.01% | 1310 |
|
|
2017
Q2 | $104K | Buy |
3,948
+414
| +12% | +$10.9K | ﹤0.01% | 1346 |
|
|
2017
Q1 | $84K | Hold |
3,534
| – | – | ﹤0.01% | 1476 |
|
|
2016
Q4 | $80K | Buy |
3,534
+1,362
| +63% | +$30.8K | ﹤0.01% | 1445 |
|
|
2016
Q3 | $39K | Buy |
2,172
+384
| +21% | +$6.9K | ﹤0.01% | 1806 |
|
|
2016
Q2 | $25K | Hold |
1,788
| – | – | ﹤0.01% | 1937 |
|
|
2016
Q1 | $30K | Hold |
1,788
| – | – | ﹤0.01% | 1744 |
|
|
2015
Q4 | $43K | Buy |
1,788
+508
| +40% | +$12.2K | ﹤0.01% | 1527 |
|
|
2015
Q3 | $30K | Buy |
1,280
+876
| +217% | +$20.5K | ﹤0.01% | 1362 |
|
|
2015
Q2 | $11K | Hold |
404
| – | – | ﹤0.01% | 1347 |
|
|
2015
Q1 | $12K | Buy |
+404
| New | +$12K | ﹤0.01% | 1288 |
|