JP Morgan Private Wealth Advisors’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1.21M | Hold |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $981K | Sell |
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|
2018
Q2 | $1.01M | Buy |
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|
2018
Q1 | $830K | Buy |
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|
2017
Q4 | $948K | Hold |
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|
2017
Q3 | $986K | Hold |
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|
2017
Q2 | $977K | Buy |
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|
2017
Q1 | $1.03M | Hold |
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|
2016
Q4 | $1.07M | Hold |
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|
2016
Q3 | $1.07M | Hold |
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|
2016
Q2 | $1.05M | Sell |
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|
2016
Q1 | $991K | Buy |
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|
2015
Q4 | $950K | Sell |
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|
2015
Q3 | $2.88M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3.05M | Buy |
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|
2014
Q4 | $2.6M | Hold |
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|
2014
Q3 | $2.15M | Buy |
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