Financial Architects (New Jersey)’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-175
| Closed | -$19K | – | 980 |
|
|
2019
Q2 | $19K | Sell |
175
-1,569
| -90% | -$170K | ﹤0.01% | 627 |
|
|
2019
Q1 | $166K | Buy |
1,744
+116
| +7% | +$11K | 0.03% | 321 |
|
|
2018
Q4 | $146K | Hold |
1,628
| – | – | 0.03% | 301 |
|
|
2018
Q3 | $176K | Hold |
1,628
| – | – | 0.03% | 300 |
|
|
2018
Q2 | $168K | Hold |
1,628
| – | – | 0.03% | 302 |
|
|
2018
Q1 | $149K | Buy |
1,628
+804
| +98% | +$73.6K | 0.03% | 323 |
|
|
2017
Q4 | $83K | Hold |
824
| – | – | 0.01% | 475 |
|
|
2017
Q3 | $79K | Hold |
824
| – | – | 0.01% | 496 |
|
|
2017
Q2 | $85K | Buy |
824
+17
| +2% | +$1.75K | 0.02% | 464 |
|
|
2017
Q1 | $77K | Buy |
807
+386
| +92% | +$36.8K | 0.01% | 493 |
|
|
2016
Q4 | $39K | Hold |
421
| – | – | 0.01% | 630 |
|
|
2016
Q3 | $39K | Sell |
421
-14
| -3% | -$1.3K | 0.01% | 641 |
|
|
2016
Q2 | $38K | Hold |
435
| – | – | 0.01% | 607 |
|
|
2016
Q1 | $34K | Buy |
+435
| New | +$34K | 0.01% | 459 |
|