Evergreen Capital Management’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 | $205K | Buy |
+10,357
| New | +$205K | 0.01% | 1023 |
|
|
2025
Q1 | – | Sell |
-10,955
| Closed | -$288K | – | 1086 |
|
|
2024
Q4 | $288K | Buy |
10,955
+110
| +1% | +$2.89K | 0.01% | 757 |
|
|
2024
Q3 | $290K | Buy |
10,845
+211
| +2% | +$5.64K | 0.01% | 729 |
|
|
2024
Q2 | $238K | Buy |
10,634
+1,145
| +12% | +$25.6K | 0.01% | 763 |
|
|
2024
Q1 | $208K | Sell |
9,489
-368
| -4% | -$8.06K | 0.01% | 786 |
|
|
2023
Q4 | $222K | Buy |
+9,857
| New | +$222K | 0.01% | 731 |
|
|
2022
Q2 | – | Sell |
-5,430
| Closed | -$206K | – | 562 |
|
|
2022
Q1 | $206K | Buy |
+5,430
| New | +$206K | 0.01% | 606 |
|