DFPG Investments’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $555K | Sell |
3,265
-44
| -1% | -$7.48K | 0.04% | 376 |
|
|
2023
Q3 | $533K | Sell |
3,309
-674
| -17% | -$109K | 0.05% | 336 |
|
|
2023
Q2 | $510K | Sell |
3,983
-3,017
| -43% | -$386K | 0.05% | 368 |
|
|
2023
Q1 | $840K | Buy |
7,000
+4,866
| +228% | +$584K | 0.09% | 235 |
|
|
2022
Q4 | $270K | Buy |
+2,134
| New | +$270K | 0.04% | 373 |
|