Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,500
| Closed | -$259K | – | 318 |
|
|
2017
Q3 | $259K | Hold |
6,500
| – | – | 0.14% | 191 |
|
|
2017
Q2 | $256K | Hold |
6,500
| – | – | 0.15% | 181 |
|
|
2017
Q1 | $272K | Hold |
6,500
| – | – | 0.17% | 166 |
|
|
2016
Q4 | $280K | Buy |
6,500
+1,000
| +18% | +$43.1K | 0.17% | 170 |
|
|
2016
Q3 | $239K | Hold |
5,500
| – | – | 0.15% | 193 |
|
|
2016
Q2 | $233K | Buy |
+5,500
| New | +$233K | 0.15% | 195 |
|