Disciplined Investments’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11
| Closed | -$1.38K | – | 152 |
|
|
2023
Q2 | $1.38K | Buy |
11
+5
| +83% | +$629 | ﹤0.01% | 819 |
|
|
2023
Q1 | $720 | Sell |
6
-5
| -45% | -$600 | ﹤0.01% | 1104 |
|
|
2022
Q4 | $1.38K | Sell |
11
-3
| -21% | -$375 | ﹤0.01% | 767 |
|
|
2022
Q3 | $2K | Sell |
14
-2
| -13% | -$286 | ﹤0.01% | 570 |
|
|
2022
Q2 | $3K | Buy |
16
+4
| +33% | +$750 | ﹤0.01% | 506 |
|
|
2022
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 624 |
|