EPA
Element Pointe Advisors’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,225
| Closed | -$423K | – | 81 |
|
|
2019
Q4 | $423K | Buy |
3,225
+195
| +6% | +$25.6K | 0.22% | 54 |
|
|
2019
Q3 | $381K | Sell |
3,030
-45
| -1% | -$5.66K | 0.22% | 54 |
|
|
2019
Q2 | $327K | Hold |
3,075
| – | – | 0.18% | 66 |
|
|
2019
Q1 | $292K | Sell |
3,075
-215
| -7% | -$20.4K | 0.17% | 57 |
|
|
2018
Q4 | $294K | Buy |
+3,290
| New | +$294K | 0.19% | 54 |
|