Evoke Wealth’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-340
| Closed | -$12K | – | 1170 |
|
|
2021
Q3 | $12K | Buy |
+340
| New | +$12K | ﹤0.01% | 708 |
|
|
2020
Q1 | – | Sell |
-16,317
| Closed | -$749K | – | 1128 |
|
|
2019
Q4 | $749K | Sell |
16,317
-8,423
| -34% | -$387K | 0.1% | 95 |
|
|
2019
Q3 | $1.16M | Buy |
+24,740
| New | +$1.16M | 0.14% | 79 |
|