FinTrust Capital Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24
| Closed | -$3.45K | – | 1229 |
|
|
2023
Q3 | $3.45K | Sell |
24
-19
| -44% | -$2.73K | ﹤0.01% | 937 |
|
|
2023
Q2 | $5.38K | Hold |
43
| – | – | ﹤0.01% | 852 |
|
|
2023
Q1 | $5.38K | Hold |
43
| – | – | ﹤0.01% | 849 |
|
|
2022
Q4 | $5.38K | Hold |
43
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $7K | Hold |
43
| – | – | ﹤0.01% | 948 |
|
|
2022
Q2 | $7K | Hold |
43
| – | – | ﹤0.01% | 959 |
|
|
2022
Q1 | $8K | Sell |
43
-9
| -17% | -$1.67K | ﹤0.01% | 981 |
|
|
2021
Q4 | $8K | Hold |
52
| – | – | ﹤0.01% | 943 |
|
|
2021
Q3 | $8K | Hold |
52
| – | – | ﹤0.01% | 944 |
|
|
2021
Q2 | $8K | Hold |
52
| – | – | ﹤0.01% | 956 |
|
|
2021
Q1 | $7K | Buy |
52
+13
| +33% | +$1.75K | ﹤0.01% | 952 |
|
|
2020
Q4 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 932 |
|