Coppell Advisory Solutions’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
20,034
+9,896
| +98% | +$278K | 0.07% | 226 |
|
|
2025
Q1 | $277K | Buy |
10,138
+805
| +9% | +$22K | 0.04% | 274 |
|
|
2024
Q4 | $211K | Sell |
9,333
-5,027
| -35% | -$114K | 0.03% | 265 |
|
|
2024
Q3 | $314K | Buy |
+14,360
| New | +$314K | 0.05% | 213 |
|
|
2023
Q4 | – | Sell |
-3,546
| Closed | -$65.3K | – | 1721 |
|
|
2023
Q3 | $65.3K | Sell |
3,546
-1,412
| -28% | -$26K | 0.02% | 264 |
|
|
2023
Q2 | $79.2K | Buy |
+4,958
| New | +$79.2K | 0.02% | 295 |
|
|
2023
Q1 | – | Sell |
-2,724
| Closed | -$50.2K | – | 203 |
|
|
2022
Q4 | $50.2K | Buy |
+2,724
| New | +$50.2K | 0.02% | 297 |
|