AWA
Amplius Wealth Advisors’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,299
| Closed | -$334K | – | 166 |
|
|
2022
Q3 | $334K | Sell |
2,299
-37
| -2% | -$5.38K | 0.06% | 108 |
|
|
2022
Q2 | $403K | Sell |
2,336
-114
| -5% | -$19.7K | 0.07% | 111 |
|
|
2022
Q1 | $445K | Sell |
2,450
-482
| -16% | -$87.5K | 0.07% | 110 |
|
|
2021
Q4 | $456K | Buy |
+2,932
| New | +$456K | 0.06% | 117 |
|