GoalFusion Wealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
2,374
| – | – | 0.24% | 18 |
|
|
2025
Q1 | $498K | Hold |
2,374
| – | – | 0.27% | 16 |
|
|
2024
Q4 | $506K | Sell |
2,374
-225
| -9% | -$48K | 0.28% | 17 |
|
|
2024
Q3 | $517K | Hold |
2,599
| – | – | 0.29% | 16 |
|
|
2024
Q2 | $432K | Hold |
2,599
| – | – | 0.27% | 18 |
|
|
2024
Q1 | $489K | Hold |
2,599
| – | – | 0.31% | 17 |
|
|
2023
Q4 | $438K | Hold |
2,599
| – | – | 0.3% | 20 |
|
|
2023
Q3 | $373K | Sell |
2,599
-200
| -7% | -$28.7K | 0.28% | 20 |
|
|
2023
Q2 | $352K | Buy |
+2,799
| New | +$352K | 0.26% | 19 |
|