SMDAM
AAT
Sumitomo Mitsui DS Asset Management’s American Assets Trust AAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
10,429
| – | – | ﹤0.01% | 736 |
|
|
2025
Q1 | $210K | Hold |
10,429
| – | – | ﹤0.01% | 745 |
|
|
2024
Q4 | $274K | Hold |
10,429
| – | – | ﹤0.01% | 741 |
|
|
2024
Q3 | $279K | Hold |
10,429
| – | – | ﹤0.01% | 734 |
|
|
2024
Q2 | $233K | Hold |
10,429
| – | – | ﹤0.01% | 740 |
|
|
2024
Q1 | $228K | Buy |
+10,429
| New | +$228K | ﹤0.01% | 743 |
|
|
2022
Q2 | – | Sell |
-5,414
| Closed | -$205K | – | 761 |
|
|
2022
Q1 | $205K | Hold |
5,414
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $203K | Buy |
+5,414
| New | +$203K | ﹤0.01% | 756 |
|
|
2014
Q2 | – | Sell |
-7,650
| Closed | -$258K | – | 763 |
|
|
2014
Q1 | $258K | Hold |
7,650
| – | – | 0.01% | 761 |
|
|
2013
Q4 | $240K | Sell |
7,650
-2,550
| -25% | -$80K | 0.01% | 764 |
|
|
2013
Q3 | $311K | Buy |
10,200
+100
| +1% | +$3.05K | 0.01% | 719 |
|
|
2013
Q2 | $311K | Buy |
+10,100
| New | +$311K | 0.01% | 712 |
|