Forte Capital’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
1,803
+183
| +11% | +$36.1K | 0.04% | 200 |
|
|
2025
Q1 | $340K | Buy |
1,620
+80
| +5% | +$16.8K | 0.04% | 199 |
|
|
2024
Q4 | $328K | Sell |
1,540
-58
| -4% | -$12.4K | 0.04% | 194 |
|
|
2024
Q3 | $318K | Sell |
1,598
-150
| -9% | -$29.8K | 0.04% | 201 |
|
|
2024
Q2 | $291K | Buy |
1,748
+523
| +43% | +$87K | 0.04% | 196 |
|
|
2024
Q1 | $231K | Buy |
+1,225
| New | +$231K | 0.03% | 222 |
|