Graves Light Lenhart Wealth’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-160
| Closed | -$28K | – | 181 |
|
|
2022
Q2 | $28K | Hold |
160
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $29K | Hold |
160
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $25K | Hold |
160
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $25K | Hold |
160
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $25K | Hold |
160
| – | – | ﹤0.01% | 463 |
|
|
2021
Q1 | $23K | Hold |
160
| – | – | ﹤0.01% | 481 |
|
|
2020
Q4 | $22K | Buy |
+160
| New | +$22K | ﹤0.01% | 465 |
|