Global Retirement Partners’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
+941
| New | +$186K | ﹤0.01% | 1135 |
|
|
2024
Q4 | $300K | Buy |
1,405
+492
| +54% | +$105K | 0.01% | 801 |
|
|
2024
Q3 | $182K | Buy |
913
+433
| +90% | +$86.1K | 0.01% | 949 |
|
|
2024
Q2 | $79.8K | Buy |
480
+69
| +17% | +$11.5K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $77.4K | Buy |
411
+101
| +33% | +$19K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $51K | Buy |
310
+277
| +839% | +$45.6K | ﹤0.01% | 1363 |
|
|
2023
Q3 | $4.77K | Buy |
33
+28
| +560% | +$4.05K | ﹤0.01% | 2209 |
|
|
2023
Q2 | $629 | Hold |
5
| – | – | ﹤0.01% | 2893 |
|
|
2023
Q1 | $660 | Buy |
5
+2
| +67% | +$264 | ﹤0.01% | 2848 |
|
|
2022
Q4 | $375 | Buy |
3
+1
| +50% | +$125 | ﹤0.01% | 2815 |
|
|
2022
Q3 | $0 | Sell |
2
-4
| -67% | – | ﹤0.01% | 2666 |
|
|
2022
Q2 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 2330 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 2298 |
|