AWM
Accurate Wealth Management’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
12,847
-305
| -2% | -$57.9K | 0.37% | 68 |
|
|
2025
Q1 | $2.49M | Sell |
13,152
-562
| -4% | -$107K | 0.48% | 57 |
|
|
2024
Q4 | $2.73M | Buy |
+13,714
| New | +$2.73M | 0.52% | 50 |
|
|
2023
Q1 | – | Sell |
-169
| Closed | -$21.4K | – | 279 |
|
|
2022
Q4 | $21.4K | Buy |
+169
| New | +$21.4K | 0.01% | 665 |
|