Wealthspire Advisors (Maryland)’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Hold |
0
| – | -$8K | – | 463 |
|
|
2019
Q1 | – | Hold |
0
| – | -$7K | – | 1601 |
|
|
2018
Q4 | – | Hold |
0
| – | -$6K | – | 1581 |
|
|
2018
Q3 | – | Hold |
0
| – | -$6K | – | 1703 |
|
|
2018
Q2 | – | Hold |
0
| – | -$6K | – | 1693 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1717 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2422 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2227 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2179 |
|
|
2017
Q1 | – | Hold |
0
| – | -$1K | – | 1907 |
|
|
2016
Q4 | – | Hold |
0
| – | -$1K | – | 1609 |
|
|
2016
Q3 | – | Hold |
0
| – | -$1K | – | 1607 |
|
|
2016
Q2 | – | Hold |
0
| – | -$1K | – | 1576 |
|
|
2016
Q1 | – | Hold |
0
| – | -$1K | – | 1616 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1582 |
|