Envestnet Portfolio Solutions’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
1,484
-376
| -20% | -$74.3K | ﹤0.01% | 1349 |
|
|
2025
Q1 | $390K | Sell |
1,860
-319
| -15% | -$66.9K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $465K | Buy |
2,179
+533
| +32% | +$114K | ﹤0.01% | 1283 |
|
|
2024
Q3 | $327K | Buy |
1,646
+176
| +12% | +$35K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $244K | Sell |
1,470
-3,977
| -73% | -$661K | ﹤0.01% | 1488 |
|
|
2024
Q1 | $1.03M | Buy |
5,447
+550
| +11% | +$104K | ﹤0.01% | 833 |
|
|
2023
Q4 | $825K | Buy |
+4,897
| New | +$825K | ﹤0.01% | 848 |
|