Impact Partnership Wealth’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
2,045
+766
| +60% | +$151K | 0.07% | 171 |
|
|
2025
Q1 | $268K | Buy |
1,279
+148
| +13% | +$31.1K | 0.06% | 187 |
|
|
2024
Q4 | $241K | Buy |
+1,131
| New | +$241K | 0.05% | 242 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$376 | – | 229 |
|
|
2024
Q1 | $376 | Sell |
2
-618
| -100% | -$116K | ﹤0.01% | 665 |
|
|
2023
Q4 | $104K | Buy |
+620
| New | +$104K | 0.04% | 240 |
|