Northwestern Mutual Wealth Management’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75
| Closed | -$1.64K | – | 3483 |
|
|
2024
Q1 | $1.64K | Hold |
75
| – | – | ﹤0.01% | 3094 |
|
|
2023
Q4 | $1.69K | Buy |
+75
| New | +$1.69K | ﹤0.01% | 3087 |
|
|
2021
Q1 | – | Sell |
-41
| Closed | -$1K | – | 2741 |
|
|
2020
Q4 | $1K | Buy |
41
+13
| +46% | +$317 | ﹤0.01% | 2579 |
|
|
2020
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2412 |
|
|
2017
Q1 | – | Sell |
-347
| Closed | -$15K | – | 1982 |
|
|
2016
Q4 | $15K | Buy |
+347
| New | +$15K | ﹤0.01% | 1455 |
|
|
2016
Q3 | – | Sell |
-247
| Closed | -$10K | – | 183 |
|
|
2016
Q2 | $10K | Buy |
247
+33
| +15% | +$1.34K | ﹤0.01% | 1359 |
|
|
2016
Q1 | $9K | Buy |
+214
| New | +$9K | ﹤0.01% | 1460 |
|