RPCONE
AAT

Retirement Planning Company of New England’s American Assets Trust AAT Stock Holding History

Retirement Planning Company of New England’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,770
Closed -$230K – 229
2024
Q4 		$230K Hold
8,770
– – 0.11% 205
2024
Q3 		$234K Buy
+8,770
New +$234K 0.12% 195