CIBC Private Wealth Group’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
1,729
-87
| -5% | -$17.2K | ﹤0.01% | 932 |
|
|
2025
Q1 | $326K | Buy |
1,816
+73
| +4% | +$13.1K | ﹤0.01% | 939 |
|
|
2024
Q4 | $358K | Buy |
1,743
+41
| +2% | +$8.42K | ﹤0.01% | 962 |
|
|
2024
Q3 | $338K | Sell |
1,702
-110
| -6% | -$21.9K | ﹤0.01% | 990 |
|
|
2024
Q2 | $292K | Hold |
1,812
| – | – | ﹤0.01% | 957 |
|
|
2024
Q1 | $339K | Sell |
1,812
-22
| -1% | -$4.12K | ﹤0.01% | 931 |
|
|
2023
Q4 | $309K | Buy |
1,834
+75
| +4% | +$12.6K | ﹤0.01% | 918 |
|
|
2023
Q3 | $253K | Buy |
1,759
+152
| +9% | +$21.8K | ﹤0.01% | 927 |
|
|
2023
Q2 | $202K | Buy |
+1,607
| New | +$202K | ﹤0.01% | 841 |
|
|
2022
Q3 | – | Sell |
-624
| Closed | -$108K | – | 915 |
|
|
2022
Q2 | $108K | Sell |
624
-633
| -50% | -$110K | ﹤0.01% | 920 |
|
|
2022
Q1 | $229K | Buy |
+1,257
| New | +$229K | ﹤0.01% | 921 |
|
|
2021
Q3 | – | Sell |
-1,517
| Closed | -$237K | – | 932 |
|
|
2021
Q2 | $237K | Sell |
1,517
-44
| -3% | -$6.87K | ﹤0.01% | 956 |
|
|
2021
Q1 | $221K | Sell |
1,561
-55
| -3% | -$7.79K | ﹤0.01% | 973 |
|
|
2020
Q4 | $220K | Sell |
1,616
-4,870
| -75% | -$663K | ﹤0.01% | 933 |
|
|
2020
Q3 | $670K | Buy |
+6,486
| New | +$670K | ﹤0.01% | 633 |
|
|
2020
Q2 | – | Sell |
-6,596
| Closed | -$687K | – | 595 |
|
|
2020
Q1 | $687K | Buy |
+6,596
| New | +$687K | ﹤0.01% | 571 |
|
|
2018
Q2 | – | Sell |
-56
| Closed | -$5K | – | 1947 |
|
|
2018
Q1 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 1651 |
|