Baldwin Wealth Partners’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40	Closed	-$7.95K	–	255
2024 Q3	$7.95K	Buy	+40	New	+$7.95K	﹤0.01%	827
2017 Q4	–	Sell	-62	Closed	-$6K	–	473
2017 Q3	$6K	Buy	+62	New	+$6K	﹤0.01%	430