One Wealth 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
Q2 | – | Sell |
-13,868
| Closed | -$279K | – | 284 |
|
|
2025
Q1 | $279K | Sell |
13,868
-81
| -0.6% | -$1.63K | 0.04% | 225 |
|
|
2024
Q4 | $366K | Buy |
13,949
+1,023
| +8% | +$26.9K | 0.05% | 162 |
|
|
2024
Q3 | $345K | Sell |
12,926
-39
| -0.3% | -$1.04K | 0.05% | 179 |
|
|
2024
Q2 | $326K | Sell |
12,965
-295
| -2% | -$7.41K | 0.07% | 152 |
|
|
2024
Q1 | $291K | Buy |
+13,260
| New | +$291K | 0.05% | 180 |
|