EverSource Wealth Advisors’s American Assets Trust AAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6K | Buy |
1,704
+1,234
| +263% | +$24.4K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $9.46K | Sell |
470
-29
| -6% | -$584 | ﹤0.01% | 2140 |
|
|
2024
Q4 | $13.1K | Sell |
499
-186
| -27% | -$4.89K | ﹤0.01% | 1866 |
|
|
2024
Q3 | $18.3K | Hold |
685
| – | – | ﹤0.01% | 1539 |
|
|
2024
Q2 | $18.2K | Buy |
685
+33
| +5% | +$875 | ﹤0.01% | 1552 |
|
|
2024
Q1 | $13.9K | Buy |
652
+24
| +4% | +$512 | ﹤0.01% | 1536 |
|
|
2023
Q4 | $14.1K | Sell |
628
-57
| -8% | -$1.28K | ﹤0.01% | 1408 |
|
|
2023
Q3 | $13.3K | Buy |
685
+112
| +20% | +$2.18K | ﹤0.01% | 1293 |
|
|
2023
Q2 | $11K | Buy |
+573
| New | +$11K | ﹤0.01% | 1396 |
|
|
2023
Q1 | – | Sell |
-150
| Closed | -$3.98K | – | 2375 |
|
|
2022
Q4 | $3.98K | Buy |
150
+53
| +55% | +$1.41K | ﹤0.01% | 1693 |
|
|
2022
Q3 | $2K | Sell |
97
-49
| -34% | -$1.01K | ﹤0.01% | 1615 |
|
|
2022
Q2 | $4K | Sell |
146
-362
| -71% | -$9.92K | ﹤0.01% | 1304 |
|
|
2022
Q1 | $20K | Hold |
508
| – | – | 0.01% | 691 |
|
|
2021
Q4 | $19K | Buy |
+508
| New | +$19K | 0.01% | 700 |
|