EverSource Wealth Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $118K | Buy |
|
|||||
|
2025
Q2 | $104K | Buy |
|
|||||
|
2025
Q1 | $55.2K | Sell |
|
|||||
|
2024
Q4 | $77.6K | Buy |
|
|||||
|
2024
Q3 | $55.7K | Buy |
|
|||||
|
2024
Q2 | $48.3K | Sell |
|
|||||
|
2024
Q1 | $59.8K | Sell |
|
|||||
|
2023
Q4 | $75.8K | Buy |
|
|||||
|
2023
Q3 | $64.3K | Hold |
|
|||||
|
2023
Q2 | $56.3K | Buy |
|
|||||
|
2023
Q1 | $50.7K | Sell |
|
|||||
|
2022
Q4 | $54.8K | Sell |
|
|||||
|
2022
Q3 | $85K | Buy |
|
|||||
|
2022
Q2 | $73K | Buy |
|
|||||
|
2022
Q1 | $77K | Buy |
|