C.M. Bidwell & Associates’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
1,442
-67
| -4% | -$13.2K | 0.15% | 95 |
|
|
2025
Q1 | $317K | Sell |
1,509
-25
| -2% | -$5.24K | 0.19% | 86 |
|
|
2024
Q4 | $327K | Sell |
1,534
-17
| -1% | -$3.63K | 0.2% | 86 |
|
|
2024
Q3 | $308K | Sell |
1,551
-45
| -3% | -$8.95K | 0.19% | 90 |
|
|
2024
Q2 | $265K | Buy |
1,596
+205
| +15% | +$34.1K | 0.18% | 94 |
|
|
2024
Q1 | $262K | Buy |
1,391
+3
| +0.2% | +$565 | 0.18% | 103 |
|
|
2023
Q4 | $234K | Buy |
+1,388
| New | +$234K | 0.17% | 105 |
|
|
2015
Q4 | – | Sell |
-44,545
| Closed | -$3.52M | – | 234 |
|
|
2015
Q3 | $3.52M | Buy |
+44,545
| New | +$3.52M | 0.87% | 56 |
|
|
2014
Q3 | – | Sell |
-66,305
| Closed | -$4.35M | – | 227 |
|
|
2014
Q2 | $4.35M | Buy |
+66,305
| New | +$4.35M | 0.99% | 43 |
|