Glassman Wealth Services’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-38	Closed	-$6.4K	–	258
2023 Q4	$6.4K	Hold	38	–	–	﹤0.01%	1006
2023 Q3	$5.46K	Hold	38	–	–	﹤0.01%	1039
2023 Q2	$4.78K	Buy	38 +11	+41%	+$1.38K	﹤0.01%	1009
2023 Q1	$3.24K	Sell	27 -5	-16%	-$600	﹤0.01%	1117
2022 Q4	$4K	Buy	32 +12	+60%	+$1.5K	﹤0.01%	1091
2022 Q3	$3K	Sell	20 -4	-17%	-$600	﹤0.01%	1097
2022 Q2	$4K	Buy	24 +3	+14%	+$500	﹤0.01%	1047
2022 Q1	$4K	Hold	21	–	–	﹤0.01%	1039
2021 Q4	$3K	Hold	21	–	–	﹤0.01%	1070
2021 Q3	$3K	Hold	21	–	–	﹤0.01%	1049
2021 Q2	$3K	Hold	21	–	–	﹤0.01%	1025
2021 Q1	$3K	Sell	21 -2	-9%	-$286	﹤0.01%	970
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	945
2020 Q3	$3K	Hold	23	–	–	﹤0.01%	876
2020 Q2	$2K	Sell	23 -2	-8%	-$174	﹤0.01%	814
2020 Q1	$3K	Buy	25 +6	+32%	+$720	﹤0.01%	585
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	723
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	664
2019 Q2	$2K	Buy	19 +1	+6%	+$105	﹤0.01%	687
2019 Q1	$2K	Sell	18 -10	-36%	-$1.11K	﹤0.01%	666
2018 Q4	$3K	Buy	28 +10	+56%	+$1.07K	﹤0.01%	474
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	572
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	538
2018 Q1	$2K	Sell	18 -27	-60%	-$3K	﹤0.01%	517
2017 Q4	$5K	Hold	45	–	–	﹤0.01%	389
2017 Q3	$4K	Hold	45	–	–	﹤0.01%	364
2017 Q2	$5K	Hold	45	–	–	﹤0.01%	352
2017 Q1	$4K	Hold	45	–	–	﹤0.01%	407
2016 Q4	$4K	Hold	45	–	–	﹤0.01%	441
2016 Q3	$4K	Buy	+45	New	+$4K	﹤0.01%	371