Evermay Wealth Management’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-840	Closed	-$105K	–	539
2022 Q4	$105K	Hold	840	–	–	0.02%	222
2022 Q3	$122K	Buy	840 +170	+25%	+$24.7K	0.02%	199
2022 Q2	$116K	Sell	670 -53	-7%	-$9.18K	0.02%	205
2022 Q1	$131K	Buy	+723	New	+$131K	0.02%	225