Steward Partners Investment Advisory’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-34
| Closed | -$1K | – | 2859 |
|
2020
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 2630 |
|
2019
Q4 | – | Sell |
-5
| Closed | – | – | 2578 |
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2604 |
|
2019
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2601 |
|
2018
Q4 | – | Sell |
-5
| Closed | – | – | 777 |
|
2018
Q3 | $0 | Sell |
5
-34
| -87% | – | ﹤0.01% | 2582 |
|
2018
Q2 | $1K | Buy |
39
+11
| +39% | +$282 | ﹤0.01% | 2310 |
|
2018
Q1 | $0 | Buy |
+28
| New | – | ﹤0.01% | 2216 |
|