BerganKDV 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
Q2 | $1.51K | Hold |
12
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $1.44K | Hold |
12
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $1.5K | Hold |
12
| – | – | ﹤0.01% | 832 |
|
|
2022
Q3 | $2K | Sell |
12
-35
| -74% | -$5.83K | ﹤0.01% | 783 |
|
|
2022
Q2 | $8K | Hold |
47
| – | – | ﹤0.01% | 615 |
|
|
2022
Q1 | $9K | Hold |
47
| – | – | ﹤0.01% | 619 |
|
|
2021
Q4 | $7K | Hold |
47
| – | – | ﹤0.01% | 717 |
|
|
2021
Q3 | $7K | Hold |
47
| – | – | ﹤0.01% | 686 |
|
|
2021
Q2 | $7K | Hold |
47
| – | – | ﹤0.01% | 655 |
|
|
2021
Q1 | $7K | Hold |
47
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $6K | Buy |
47
+35
| +292% | +$4.47K | ﹤0.01% | 626 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 750 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 814 |
|