Destiny Wealth Partners’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,259
| Closed | -$218K | – | 570 |
|
|
2022
Q2 | $218K | Buy |
1,259
+719
| +133% | +$124K | 0.05% | 170 |
|
|
2022
Q1 | $98K | Buy |
540
+161
| +42% | +$29.2K | 0.02% | 247 |
|
|
2021
Q4 | $59K | Buy |
379
+21
| +6% | +$3.27K | 0.01% | 300 |
|
|
2021
Q3 | $56K | Buy |
+358
| New | +$56K | 0.01% | 267 |
|