A detailed history of Ever Source Wealth Advisors, LLC transactions in American Assets Trust, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 685 shares of AAT stock, worth $18,988. This represents 0.0% of its overall portfolio holdings.

Number of Shares
685
Previous 685 -0.0%
Holding current value
$18,988
Previous $15,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$20.36 - $22.95 $671 - $757
33 Added 5.06%
685 $15,000
Q1 2024

Jun 11, 2024

BUY
$20.8 - $23.8 $499 - $571
24 Added 3.82%
652 $14,000
Q4 2023

Feb 09, 2024

SELL
$17.5 - $23.47 $997 - $1,337
-57 Reduced 8.32%
628 $14,000
Q3 2023

Nov 03, 2023

BUY
$18.87 - $22.96 $2,113 - $2,571
112 Added 19.55%
685 $13,000
Q2 2023

Aug 04, 2023

BUY
$17.39 - $20.38 $9,964 - $11,677
573 New
573 $11,000
Q4 2022

Feb 09, 2023

BUY
$24.92 - $29.29 $1,320 - $1,552
53 Added 54.64%
150 $3,000
Q3 2022

Nov 07, 2022

SELL
$24.2 - $30.65 $1,185 - $1,501
-49 Reduced 33.56%
97 $2,000
Q2 2022

Aug 01, 2022

SELL
$28.8 - $38.71 $10,425 - $14,013
-362 Reduced 71.26%
146 $4,000
Q4 2021

Feb 07, 2022

BUY
$33.84 - $40.09 $17,190 - $20,365
508 New
508 $19,000

Others Institutions Holding AAT

About American Assets Trust, Inc.


  • Ticker AAT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 60,528,100
  • Market Cap $1.68B
  • Description
  • American Assets Trust, Inc. is a full service, vertically integrated and self-administered real estate investment trust, or REIT, headquartered in San Diego, California. The company has over 50 years of experience in acquiring, improving, developing and managing premier office, retail, and residential properties throughout the United States in s...
More about AAT
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