Carson Wealth (CWM LLC)’s American Assets Trust AAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
8,382
+5,839
| +230% | +$116K | ﹤0.01% | 2332 |
|
|
2025
Q1 | $51K | Sell |
2,543
-503
| -17% | -$10.1K | ﹤0.01% | 2964 |
|
|
2024
Q4 | $80K | Buy |
3,046
+417
| +16% | +$11K | ﹤0.01% | 2436 |
|
|
2024
Q3 | $70K | Buy |
2,629
+57
| +2% | +$1.52K | ﹤0.01% | 2431 |
|
|
2024
Q2 | $58K | Buy |
2,572
+445
| +21% | +$10K | ﹤0.01% | 2358 |
|
|
2024
Q1 | $47K | Sell |
2,127
-190
| -8% | -$4.2K | ﹤0.01% | 2322 |
|
|
2023
Q4 | $52K | Sell |
2,317
-512
| -18% | -$11.5K | ﹤0.01% | 2145 |
|
|
2023
Q3 | $55K | Sell |
2,829
-16
| -0.6% | -$311 | ﹤0.01% | 1997 |
|
|
2023
Q2 | $55K | Buy |
2,845
+2,461
| +641% | +$47.6K | ﹤0.01% | 1898 |
|
|
2023
Q1 | $7K | Sell |
384
-309
| -45% | -$5.63K | ﹤0.01% | 3114 |
|
|
2022
Q4 | $18K | Buy |
693
+513
| +285% | +$13.3K | ﹤0.01% | 2428 |
|
|
2022
Q3 | $5K | Sell |
180
-162
| -47% | -$4.5K | ﹤0.01% | 3027 |
|
|
2022
Q2 | $10K | Sell |
342
-356
| -51% | -$10.4K | ﹤0.01% | 2551 |
|
|
2022
Q1 | $26K | Buy |
698
+473
| +210% | +$17.6K | ﹤0.01% | 1903 |
|
|
2021
Q4 | $8K | Buy |
+225
| New | +$8K | ﹤0.01% | 2444 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$8K | – | 2876 |
|
|
2018
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 1392 |
|
|
2018
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 1237 |
|
|
2018
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1049 |
|
|
2018
Q1 | $7K | Sell |
200
-109
| -35% | -$3.82K | ﹤0.01% | 918 |
|
|
2017
Q4 | $12K | Buy |
309
+109
| +55% | +$4.23K | ﹤0.01% | 829 |
|
|
2017
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 932 |
|
|
2017
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 801 |
|
|
2017
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 785 |
|
|
2016
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 742 |
|
|
2016
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 707 |
|