FGAM
Financial Gravity Asset Management’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22
| Closed | -$4.19K | – | 1448 |
|
|
2024
Q1 | $4.19K | Buy |
22
+16
| +267% | +$3.04K | ﹤0.01% | 902 |
|
|
2023
Q4 | $742 | Buy |
6
+3
| +100% | +$371 | ﹤0.01% | 1080 |
|
|
2023
Q3 | $345 | Buy |
+3
| New | +$345 | ﹤0.01% | 851 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 761 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 367 |
|
|
2020
Q2 | – | Sell |
-61
| Closed | -$6.36K | – | 43 |
|
|
2020
Q1 | $6.36K | Sell |
61
-32
| -34% | -$3.34K | 0.02% | 307 |
|
|
2019
Q4 | $131K | Sell |
93
-24
| -21% | -$33.8K | 0.09% | 226 |
|
|
2019
Q3 | $15K | Buy |
117
+94
| +409% | +$12.1K | 0.01% | 514 |
|
|
2019
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 855 |
|
|
2018
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1062 |
|
|
2018
Q2 | $1K | Sell |
13
-3
| -19% | -$231 | ﹤0.01% | 1084 |
|
|
2018
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1054 |
|