PWM
AAT

Perigon Wealth Management’s American Assets Trust AAT Stock Holding History

Perigon Wealth Management’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,875
Closed -$153K – 640
2017
Q2 		$153K Buy
3,875
+1,375
+55% +$54.3K 0.03% 262
2017
Q1 		$105K Buy
+2,500
New +$105K 0.02% 296