Inspire 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
Q1 | – | Sell |
-8,290
| Closed | -$218K | – | 451 |
|
|
2024
Q4 | $218K | Sell |
8,290
-262
| -3% | -$6.88K | 0.03% | 349 |
|
|
2024
Q3 | $229K | Buy |
+8,552
| New | +$229K | 0.03% | 339 |
|
|
2024
Q2 | – | Sell |
-9,345
| Closed | -$205K | – | 377 |
|
|
2024
Q1 | $205K | Buy |
+9,345
| New | +$205K | 0.03% | 327 |
|
|
2021
Q1 | – | Sell |
-795
| Closed | -$23K | – | 81 |
|
|
2020
Q4 | $23K | Buy |
+795
| New | +$23K | 0.01% | 375 |
|