Spire Wealth Management’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$11K | – | 2203 |
|
|
2024
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 1685 |
|
|
2023
Q4 | $11.5K | Sell |
500
-6
| -1% | -$138 | ﹤0.01% | 1716 |
|
|
2023
Q3 | $9.84K | Buy |
506
+6
| +1% | +$117 | ﹤0.01% | 1733 |
|
|
2023
Q2 | $9.6K | Hold |
500
| – | – | ﹤0.01% | 1830 |
|
|
2023
Q1 | $9.3K | Buy |
+500
| New | +$9.3K | ﹤0.01% | 1874 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$19K | – | 2640 |
|
|
2022
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 1827 |
|
|
2021
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 2126 |
|
|
2021
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 1866 |
|
|
2021
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 1880 |
|
|
2021
Q1 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 2230 |
|