Partnervest Advisory Services’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-86
| Closed | -$3K | – | 154 |
|
|
2014
Q2 | $3K | Sell |
86
-11
| -11% | -$384 | ﹤0.01% | 916 |
|
|
2014
Q1 | $3K | Hold |
97
| – | – | ﹤0.01% | 889 |
|
|
2013
Q4 | $3K | Hold |
97
| – | – | ﹤0.01% | 861 |
|
|
2013
Q3 | $3K | Hold |
97
| – | – | ﹤0.01% | 871 |
|
|
2013
Q2 | $3K | Buy |
+97
| New | +$3K | ﹤0.01% | 806 |
|