Bell Investment Advisors’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-109
| Closed | -$2.12K | – | 1908 |
|
|
2023
Q3 | $2.12K | Hold |
109
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q2 | $2.09K | Hold |
109
| – | – | ﹤0.01% | 1271 |
|
|
2023
Q1 | $2.03K | Buy |
109
+26
| +31% | +$484 | ﹤0.01% | 1261 |
|
|
2022
Q4 | $2.2K | Buy |
83
+22
| +36% | +$583 | ﹤0.01% | 1236 |
|
|
2022
Q3 | $2K | Buy |
61
+18
| +42% | +$590 | ﹤0.01% | 1018 |
|
|
2022
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1296 |
|
|
2021
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q3 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1007 |
|