Cetera Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.22M | Buy |
6,462
+2,778
| +75% | +$523K | 0.01% | 1062 |
|
|
2023
Q4 | $621K | Buy |
+3,684
| New | +$621K | 0.01% | 1007 |
|
|
2021
Q4 | – | Sell |
-3,340
| Closed | -$527K | – | 1429 |
|
|
2021
Q3 | $527K | Buy |
3,340
+1,560
| +88% | +$246K | 0.01% | 864 |
|
|
2021
Q2 | $278K | Buy |
+1,780
| New | +$278K | 0.01% | 1083 |
|
|
2020
Q1 | – | Sell |
-2,183
| Closed | -$291K | – | 805 |
|
|
2019
Q4 | $291K | Buy |
+2,183
| New | +$291K | 0.01% | 724 |
|
|
2015
Q1 | – | Sell |
-11,452
| Closed | -$777K | – | 689 |
|
|
2014
Q4 | $777K | Buy |
11,452
+1,630
| +17% | +$111K | 0.08% | 298 |
|
|
2014
Q3 | $625K | Buy |
+9,822
| New | +$625K | 0.05% | 302 |
|
|
2014
Q1 | – | Sell |
-7,636
| Closed | -$506K | – | 545 |
|
|
2013
Q4 | $506K | Buy |
7,636
+643
| +9% | +$42.6K | 0.07% | 284 |
|
|
2013
Q3 | $377K | Buy |
6,993
+1,496
| +27% | +$80.7K | 0.07% | 282 |
|
|
2013
Q2 | $281K | Buy |
+5,497
| New | +$281K | 0.06% | 304 |
|