Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $34K | Buy |
921
+12
| +1% | +$443 | 0.01% | 814 |
|
|
2021
Q2 | $33K | Buy |
909
+42
| +5% | +$1.53K | 0.01% | 732 |
|
|
2021
Q1 | $28K | Hold |
867
| – | – | 0.01% | 670 |
|
|
2020
Q4 | $25K | Buy |
867
+319
| +58% | +$9.2K | 0.01% | 607 |
|
|
2020
Q3 | $13K | Buy |
548
+225
| +70% | +$5.34K | ﹤0.01% | 708 |
|
|
2020
Q2 | $9K | Buy |
323
+129
| +66% | +$3.59K | ﹤0.01% | 784 |
|
|
2020
Q1 | $4K | Sell |
194
-37
| -16% | -$763 | ﹤0.01% | 920 |
|
|
2019
Q4 | $10K | Hold |
231
| – | – | ﹤0.01% | 727 |
|
|
2019
Q3 | $10K | Hold |
231
| – | – | ﹤0.01% | 697 |
|
|
2019
Q2 | $10K | Hold |
231
| – | – | ﹤0.01% | 707 |
|
|
2019
Q1 | $10K | Buy |
231
+194
| +524% | +$8.4K | ﹤0.01% | 645 |
|
|
2018
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 932 |
|