SFA
AAT

Sequoia Financial Advisors’s American Assets Trust AAT Stock Holding History

Sequoia Financial Advisors’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,304
Closed -$220K – 1190
2023
Q3 		$220K Sell
11,304
-13
-0.1% -$253 ﹤0.01% 816
2023
Q2 		$217K Buy
+11,317
New +$217K ﹤0.01% 835