Atlas Private Wealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-188
| Closed | -$27K | – | 124 |
|
|
2021
Q1 | $27K | Hold |
188
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $26K | Hold |
188
| – | – | 0.02% | 242 |
|
|
2020
Q3 | $23K | Hold |
188
| – | – | 0.02% | 235 |
|
|
2020
Q2 | $19K | Sell |
188
-87
| -32% | -$8.79K | 0.02% | 270 |
|
|
2020
Q1 | $29K | Buy |
275
+1
| +0.4% | +$105 | 0.03% | 214 |
|
|
2019
Q4 | $36K | Buy |
+274
| New | +$36K | 0.03% | 224 |
|