Creative Planning’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $355K | Sell |
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|
2025
Q3 | $400K | Buy |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $274K | Buy |
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|
2024
Q2 | $229K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $45K | Buy |
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|
2017
Q1 | $42K | Buy |
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|
2016
Q4 | $43K | Sell |
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|
2016
Q3 | $48K | Buy |
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