Baystate Wealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.9K | Hold |
11
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q3 | $1.61K | Hold |
11
| – | – | ﹤0.01% | 832 |
|
|
2023
Q2 | $1.4K | Hold |
11
| – | – | ﹤0.01% | 901 |
|
|
2023
Q1 | $1.33K | Hold |
11
| – | – | ﹤0.01% | 900 |
|
|
2022
Q4 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 825 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 727 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 735 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 738 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 668 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 640 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 597 |
|
|
2020
Q3 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 563 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 576 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 527 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 550 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 504 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 523 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 539 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 555 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 574 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 535 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 541 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 524 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 538 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 501 |
|