Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,236
| Closed | -$32.8K | – | 806 |
|
|
2022
Q4 | $32.8K | Hold |
1,236
| – | – | 0.01% | 519 |
|
|
2022
Q3 | $31.8K | Buy |
1,236
+2
| +0.2% | +$51 | 0.01% | 507 |
|
|
2022
Q2 | $36.7K | Buy |
1,234
+16
| +1% | +$475 | 0.01% | 465 |
|
|
2022
Q1 | $46.2K | Hold |
1,218
| – | – | 0.02% | 425 |
|
|
2021
Q4 | $45.7K | Buy |
1,218
+12
| +1% | +$450 | 0.02% | 441 |
|
|
2021
Q3 | $45.1K | Hold |
1,206
| – | – | 0.02% | 421 |
|
|
2021
Q2 | $45K | Hold |
1,206
| – | – | 0.02% | 436 |
|
|
2021
Q1 | $39.1K | Hold |
1,206
| – | – | 0.02% | 459 |
|
|
2020
Q4 | $34.8K | Buy |
+1,206
| New | +$34.8K | 0.01% | 455 |
|
|
2020
Q3 | – | Sell |
-171
| Closed | -$4.76K | – | 1217 |
|
|
2020
Q2 | $4.76K | Buy |
171
+42
| +33% | +$1.17K | ﹤0.01% | 911 |
|
|
2020
Q1 | $3.23K | Sell |
129
-34
| -21% | -$850 | ﹤0.01% | 951 |
|
|
2019
Q4 | $7.48K | Buy |
163
+34
| +26% | +$1.56K | ﹤0.01% | 878 |
|
|
2019
Q3 | $6.03K | Hold |
129
| – | – | ﹤0.01% | 911 |
|
|
2019
Q2 | $6.08K | Hold |
129
| – | – | ﹤0.01% | 892 |
|
|
2019
Q1 | $5.92K | Buy |
+129
| New | +$5.92K | ﹤0.01% | 898 |
|
|
2018
Q1 | – | Sell |
-714
| Closed | -$27.3K | – | 1124 |
|
|
2017
Q4 | $27.3K | Hold |
714
| – | – | 0.02% | 448 |
|
|
2017
Q3 | $28.4K | Buy |
714
+612
| +600% | +$24.3K | 0.02% | 418 |
|
|
2017
Q2 | $4.02K | Hold |
102
| – | – | ﹤0.01% | 903 |
|
|
2017
Q1 | $4.27K | Hold |
102
| – | – | ﹤0.01% | 871 |
|
|
2016
Q4 | $4.39K | Hold |
102
| – | – | ﹤0.01% | 863 |
|
|
2016
Q3 | $4.43K | Hold |
102
| – | – | ﹤0.01% | 843 |
|
|
2016
Q2 | $4.33K | Hold |
102
| – | – | ﹤0.01% | 810 |
|
|
2016
Q1 | $4.07K | Buy |
+102
| New | +$4.07K | ﹤0.01% | 799 |
|