Inspire Investing’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 | $474K | Buy |
23,984
+4,202
| +21% | +$83K | 0.05% | 295 |
|
|
2025
Q1 | $398K | Buy |
19,782
+2,677
| +16% | +$53.9K | 0.05% | 313 |
|
|
2024
Q4 | $449K | Sell |
17,105
-174
| -1% | -$4.57K | 0.05% | 314 |
|
|
2024
Q3 | $462K | Sell |
17,279
-701
| -4% | -$18.7K | 0.05% | 322 |
|
|
2024
Q2 | $402K | Sell |
17,980
-396
| -2% | -$8.86K | 0.05% | 307 |
|
|
2024
Q1 | $403K | Sell |
18,376
-927
| -5% | -$20.3K | 0.04% | 396 |
|
|
2023
Q4 | $435K | Buy |
19,303
+1,120
| +6% | +$25.2K | 0.05% | 380 |
|
|
2023
Q3 | $354K | Buy |
+18,183
| New | +$354K | 0.05% | 363 |
|
|
2022
Q3 | – | Sell |
-8,558
| Closed | -$254K | – | 755 |
|
|
2022
Q2 | $254K | Buy |
8,558
+1,022
| +14% | +$30.3K | 0.03% | 322 |
|
|
2022
Q1 | $286K | Sell |
7,536
-453
| -6% | -$17.2K | 0.03% | 336 |
|
|
2021
Q4 | $300K | Buy |
7,989
+514
| +7% | +$19.3K | 0.03% | 316 |
|
|
2021
Q3 | $280K | Buy |
+7,475
| New | +$280K | 0.04% | 336 |
|
|
2021
Q1 | – | Sell |
-14,995
| Closed | -$433K | – | 598 |
|
|
2020
Q4 | $433K | Buy |
14,995
+4,493
| +43% | +$130K | 0.1% | 231 |
|
|
2020
Q3 | $253K | Buy |
+10,502
| New | +$253K | 0.07% | 276 |
|
|
2020
Q2 | – | Sell |
-982
| Closed | -$25K | – | 487 |
|
|
2020
Q1 | $25K | Sell |
982
-3,761
| -79% | -$95.7K | 0.01% | 630 |
|
|
2019
Q4 | $218K | Sell |
4,743
-256
| -5% | -$11.8K | 0.08% | 248 |
|
|
2019
Q3 | $234K | Buy |
4,999
+377
| +8% | +$17.6K | 0.09% | 232 |
|
|
2019
Q2 | $218K | Buy |
+4,622
| New | +$218K | 0.09% | 227 |
|
|
2018
Q1 | – | Sell |
-2,529
| Closed | -$97K | – | 201 |
|
|
2017
Q4 | $97K | Buy |
+2,529
| New | +$97K | 0.08% | 201 |
|