Integrated Wealth Concepts’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 | $324K | Buy |
16,430
+582
| +4% | +$11.5K | ﹤0.01% | 1508 |
|
|
2025
Q1 | $319K | Sell |
15,848
-1,486
| -9% | -$29.9K | ﹤0.01% | 1376 |
|
|
2024
Q4 | $455K | Buy |
17,334
+258
| +2% | +$6.78K | 0.01% | 1168 |
|
|
2024
Q3 | $456K | Buy |
17,076
+388
| +2% | +$10.4K | 0.01% | 1124 |
|
|
2024
Q2 | $373K | Hold |
16,688
| – | – | 0.01% | 1187 |
|
|
2024
Q1 | $366K | Sell |
16,688
-475
| -3% | -$10.4K | 0.01% | 1206 |
|
|
2023
Q4 | $386K | Hold |
17,163
| – | – | 0.01% | 1116 |
|
|
2023
Q3 | $334K | Buy |
+17,163
| New | +$334K | 0.01% | 1174 |
|