FDx Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,334
| Closed | -$403K | – | 729 |
|
|
2022
Q2 | $403K | Sell |
2,334
-116
| -5% | -$20K | 0.02% | 535 |
|
|
2022
Q1 | $445K | Sell |
2,450
-482
| -16% | -$87.5K | 0.02% | 533 |
|
|
2021
Q4 | $457K | Hold |
2,932
| – | – | 0.01% | 560 |
|
|
2021
Q3 | $463K | Hold |
2,932
| – | – | 0.01% | 541 |
|
|
2021
Q2 | $458K | Buy |
+2,932
| New | +$458K | 0.02% | 528 |
|
|
2013
Q3 | – | Sell |
-5,192
| Closed | -$264K | – | 570 |
|
|
2013
Q2 | $264K | Buy |
+5,192
| New | +$264K | 0.03% | 415 |
|