CWA
Constellation Wealth Advisors’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-26,510
| Closed | -$1.78M | – | 86 |
|
|
2015
Q2 | $1.78M | Buy |
26,510
+3,522
| +15% | +$236K | 0.15% | 99 |
|
|
2015
Q1 | $1.41M | Buy |
22,988
+8,009
| +53% | +$492K | 0.12% | 114 |
|
|
2014
Q4 | $1.03M | Buy |
14,979
+4,455
| +42% | +$305K | 0.09% | 112 |
|
|
2014
Q3 | $677K | Buy |
+10,524
| New | +$677K | 0.06% | 118 |
|