United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,662
| Closed | -$305K | – | 1308 |
|
|
2017
Q3 | $305K | Sell |
7,662
-2,203
| -22% | -$87.7K | ﹤0.01% | 1108 |
|
|
2017
Q2 | $389K | Buy |
9,865
+1,396
| +16% | +$55K | ﹤0.01% | 995 |
|
|
2017
Q1 | $354K | Buy |
8,469
+31
| +0.4% | +$1.3K | ﹤0.01% | 997 |
|
|
2016
Q4 | $364K | Sell |
8,438
-919
| -10% | -$39.6K | ﹤0.01% | 1002 |
|
|
2016
Q3 | $406K | Buy |
9,357
+2,292
| +32% | +$99.5K | ﹤0.01% | 1007 |
|
|
2016
Q2 | $297K | Buy |
7,065
+791
| +13% | +$33.3K | ﹤0.01% | 1040 |
|
|
2016
Q1 | $250K | Buy |
6,274
+581
| +10% | +$23.2K | ﹤0.01% | 1056 |
|
|
2015
Q4 | $218K | Buy |
+5,693
| New | +$218K | ﹤0.01% | 1110 |
|