IFP Advisors’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 | $2.55K | Buy |
+129
| New | +$2.55K | ﹤0.01% | 3785 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$12K | – | 3354 |
|
|
2022
Q4 | $12K | Sell |
31
-1
| -3% | -$387 | ﹤0.01% | 3244 |
|
|
2022
Q3 | $12K | Buy |
32
+19
| +146% | +$7.13K | ﹤0.01% | 3497 |
|
|
2022
Q2 | $11K | Hold |
13
| – | – | ﹤0.01% | 3295 |
|
|
2022
Q1 | $11K | Buy |
+13
| New | +$11K | ﹤0.01% | 3295 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$1K | – | 3316 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2898 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2820 |
|
|
2021
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 2937 |
|
|
2020
Q4 | $0 | Sell |
15
-37
| -71% | – | ﹤0.01% | 2883 |
|
|
2020
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 2555 |
|
|
2020
Q2 | $1K | Buy |
52
+37
| +247% | +$712 | ﹤0.01% | 2459 |
|
|
2020
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 2692 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 2604 |
|
|
2019
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2799 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 2172 |
|
|
2018
Q4 | $1K | Sell |
15
-89
| -86% | -$5.93K | ﹤0.01% | 3204 |
|
|
2018
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 3225 |
|
|
2018
Q2 | $4K | Buy |
104
+89
| +593% | +$3.42K | ﹤0.01% | 3277 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 3601 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 3601 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 3823 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 3809 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 3728 |
|
|
2016
Q4 | $1K | Sell |
15
-199
| -93% | -$13.3K | ﹤0.01% | 3713 |
|
|
2016
Q3 | $9K | Buy |
214
+114
| +114% | +$4.79K | ﹤0.01% | 2863 |
|
|
2016
Q2 | $4K | Buy |
100
+85
| +567% | +$3.4K | ﹤0.01% | 3207 |
|
|
2016
Q1 | $1K | Sell |
15
-85
| -85% | -$5.67K | ﹤0.01% | 2172 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3031 |
|