Atria Wealth Solutions’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,541
| Closed | -$329K | – | 1847 |
|
|
2024
Q4 | $329K | Buy |
+1,541
| New | +$329K | ﹤0.01% | 1469 |
|
|
2024
Q2 | – | Sell |
-2,663
| Closed | -$501K | – | 1903 |
|
|
2024
Q1 | $501K | Sell |
2,663
-124
| -4% | -$23.3K | 0.01% | 1262 |
|
|
2023
Q4 | $470K | Buy |
+2,787
| New | +$470K | 0.01% | 1236 |
|