Ellevest Inc’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-244
| Closed | -$29.3K | – | 398 |
|
|
2023
Q1 | $29.3K | Buy |
244
+229
| +1,527% | +$27.5K | ﹤0.01% | 746 |
|
|
2022
Q4 | $1.88K | Sell |
15
-34
| -69% | -$4.25K | ﹤0.01% | 1404 |
|
|
2022
Q3 | $7K | Buy |
49
+35
| +250% | +$5K | ﹤0.01% | 1099 |
|
|
2022
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q3 | $2K | Sell |
14
-7
| -33% | -$1K | ﹤0.01% | 1095 |
|
|
2021
Q2 | $3K | Sell |
21
-23
| -52% | -$3.29K | ﹤0.01% | 958 |
|
|
2021
Q1 | $6K | Hold |
44
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $6K | Hold |
44
| – | – | ﹤0.01% | 799 |
|
|
2020
Q3 | $5K | Hold |
44
| – | – | ﹤0.01% | 752 |
|
|
2020
Q2 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 732 |
|