Colonial Trust Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$188 | – | 763 |
|
|
2024
Q1 | $188 | Hold |
1
| – | – | ﹤0.01% | 987 |
|
|
2023
Q4 | $168 | Hold |
1
| – | – | ﹤0.01% | 879 |
|
|
2023
Q3 | $144 | Hold |
1
| – | – | ﹤0.01% | 889 |
|
|
2023
Q2 | $126 | Hold |
1
| – | – | ﹤0.01% | 892 |
|
|
2023
Q1 | $120 | Buy |
+1
| New | +$120 | ﹤0.01% | 890 |
|