Concord Wealth Partners’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7K | Hold |
125
| – | – | ﹤0.01% | 442 |
|
|
2025
Q1 | $26.2K | Hold |
125
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $26.7K | Hold |
125
| – | – | ﹤0.01% | 416 |
|
|
2024
Q3 | $24.9K | Hold |
125
| – | – | ﹤0.01% | 441 |
|
|
2024
Q2 | $20.8K | Hold |
125
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $23.5K | Hold |
125
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $21.1K | Hold |
125
| – | – | ﹤0.01% | 470 |
|
|
2023
Q3 | $17.9K | Hold |
125
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $15.7K | Hold |
125
| – | – | ﹤0.01% | 542 |
|
|
2023
Q1 | $15K | Hold |
125
| – | – | ﹤0.01% | 538 |
|
|
2022
Q4 | $15.6K | Buy |
+125
| New | +$15.6K | ﹤0.01% | 572 |
|
|
2022
Q3 | – | Sell |
-147
| Closed | -$25K | – | 180 |
|
|
2022
Q2 | $25K | Buy |
147
+1
| +0.7% | +$170 | 0.01% | 493 |
|
|
2022
Q1 | $27K | Hold |
146
| – | – | 0.01% | 564 |
|
|
2021
Q4 | $23K | Buy |
146
+21
| +17% | +$3.31K | 0.01% | 610 |
|
|
2021
Q3 | $20K | Sell |
125
-21
| -14% | -$3.36K | 0.01% | 371 |
|
|
2021
Q2 | $23K | Buy |
146
+18
| +14% | +$2.84K | 0.01% | 473 |
|
|
2021
Q1 | $18K | Buy |
128
+3
| +2% | +$422 | 0.01% | 483 |
|
|
2020
Q4 | $17K | Buy |
+125
| New | +$17K | 0.01% | 322 |
|