Creative Planning’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 | $253K | Buy |
+12,789
| New | +$253K | ﹤0.01% | 3039 |
|
|
2025
Q1 | – | Sell |
-10,095
| Closed | -$265K | – | 3426 |
|
|
2024
Q4 | $265K | Sell |
10,095
-172
| -2% | -$4.52K | ﹤0.01% | 2758 |
|
|
2024
Q3 | $274K | Buy |
10,267
+33
| +0.3% | +$882 | ﹤0.01% | 2588 |
|
|
2024
Q2 | $229K | Buy |
+10,234
| New | +$229K | ﹤0.01% | 2567 |
|
|
2017
Q3 | – | Sell |
-1,136
| Closed | -$45K | – | 1859 |
|
|
2017
Q2 | $45K | Buy |
1,136
+124
| +12% | +$4.91K | ﹤0.01% | 2570 |
|
|
2017
Q1 | $42K | Buy |
1,012
+6
| +0.6% | +$249 | ﹤0.01% | 2582 |
|
|
2016
Q4 | $43K | Sell |
1,006
-94
| -9% | -$4.02K | ﹤0.01% | 2487 |
|
|
2016
Q3 | $48K | Buy |
+1,100
| New | +$48K | ﹤0.01% | 2370 |
|