Avior Wealth Management’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 |
-28
| Closed | -$5.97K | – | 780 |
|
|
2024
Q4 | $5.97K | Sell |
28
-2
| -7% | -$426 | ﹤0.01% | 1800 |
|
|
2024
Q3 | $5.97K | Buy |
30
+25
| +500% | +$4.97K | ﹤0.01% | 1719 |
|
|
2024
Q2 | $831 | Sell |
5
-3
| -38% | -$499 | ﹤0.01% | 2046 |
|
|
2024
Q1 | $1.51K | Buy |
8
+3
| +60% | +$564 | ﹤0.01% | 2327 |
|
|
2023
Q4 | $842 | Buy |
+5
| New | +$842 | ﹤0.01% | 1389 |
|
|
2021
Q1 | – | Sell |
-3,440
| Closed | -$468K | – | 998 |
|
|
2020
Q4 | $468K | Sell |
3,440
-660
| -16% | -$89.8K | 0.06% | 285 |
|
|
2020
Q3 | $497K | Buy |
4,100
+250
| +6% | +$30.3K | 0.07% | 235 |
|
|
2020
Q2 | $397K | Buy |
+3,850
| New | +$397K | 0.06% | 282 |
|