Heritage Wealth Management (Arizona)’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.68K | Buy |
252
+126
| +100% | +$3.34K | ﹤0.01% | 836 |
|
|
2022
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 805 |
|
|
2022
Q2 | $3.74K | Hold |
126
| – | – | ﹤0.01% | 810 |
|
|
2022
Q1 | $5K | Buy |
+126
| New | +$5K | ﹤0.01% | 785 |
|
|
2021
Q3 | $5K | Hold |
126
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $5K | Hold |
126
| – | – | ﹤0.01% | 735 |
|
|
2021
Q1 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 654 |
|