BEI
Benjamin Edwards Inc’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67
| Closed | -$11K | – | 1083 |
|
|
2024
Q2 | $11K | Buy |
67
+8
| +14% | +$1.31K | ﹤0.01% | 619 |
|
|
2024
Q1 | $11K | Buy |
+59
| New | +$11K | ﹤0.01% | 633 |
|
|
2022
Q4 | – | Sell |
-149
| Closed | -$22K | – | 723 |
|
|
2022
Q3 | $22K | Buy |
+149
| New | +$22K | 0.01% | 496 |
|
|
2021
Q2 | – | Sell |
-25
| Closed | -$4K | – | 405 |
|
|
2021
Q1 | $4K | Sell |
25
-5,104
| -100% | -$817K | ﹤0.01% | 358 |
|
|
2020
Q4 | $699K | Buy |
5,129
+72
| +1% | +$9.81K | 0.54% | 75 |
|
|
2020
Q3 | $613K | Sell |
5,057
-16
| -0.3% | -$1.94K | 0.51% | 72 |
|
|
2020
Q2 | $524K | Buy |
5,073
+143
| +3% | +$14.8K | 0.44% | 76 |
|
|
2020
Q1 | $513K | Buy |
4,930
+4,059
| +466% | +$422K | 0.53% | 70 |
|
|
2019
Q4 | $114K | Sell |
871
-3
| -0.3% | -$393 | 0.23% | 91 |
|
|
2019
Q3 | $110K | Buy |
874
+93
| +12% | +$11.7K | 0.24% | 92 |
|
|
2019
Q2 | $83K | Buy |
781
+181
| +30% | +$19.2K | 0.2% | 104 |
|
|
2019
Q1 | $57K | Buy |
+600
| New | +$57K | 0.27% | 114 |
|