IHT Wealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,170
| Closed | -$103K | – | 439 |
|
|
2018
Q1 | $103K | Buy |
1,170
+145
| +14% | +$12.8K | 0.03% | 471 |
|
|
2017
Q4 | $102K | Buy |
1,025
+820
| +400% | +$81.6K | 0.03% | 485 |
|
|
2017
Q3 | $20K | Hold |
205
| – | – | 0.01% | 771 |
|
|
2017
Q2 | $22 | Buy |
+205
| New | +$22 | 0.01% | 750 |
|
|
2017
Q1 | – | Sell |
-209
| Closed | -$20K | – | 1267 |
|
|
2016
Q4 | $20K | Buy |
+209
| New | +$20K | 0.02% | 631 |
|