Custom Index Systems’s American Assets Trust AAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,697
Closed -$239K 237
2024
Q2
$239K Buy
10,697
+463
+5% +$10.4K 0.14% 210
2024
Q1
$224K Sell
10,234
-1,227
-11% -$26.9K 0.13% 226
2023
Q4
$258K Buy
+11,461
New +$258K 0.16% 201