GoalFusion Wealth Management’s Assurant AIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$514K Hold
2025
Q2
$469K Hold
2025
Q1
$498K Hold
2024
Q4
$506K Sell
2024
Q3
$517K Hold
2024
Q2
$432K Hold
2024
Q1
$489K Hold
2023
Q4
$438K Hold
2023
Q3
$373K Sell
2023
Q2
$352K Buy