CFM Wealth Partners’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-773
Closed -$79K 160
2020
Q2
$79K Sell
773
-106
-12% -$10.8K 0.03% 227
2020
Q1
$91K Sell
879
-73
-8% -$7.56K 0.04% 204
2019
Q4
$125K Buy
+952
New +$125K 0.05% 184