Inspire Investing’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,963
| Closed | -$1.17M | – | 794 |
|
|
2023
Q4 | $1.17M | Buy |
6,963
+417
| +6% | +$70.3K | 0.13% | 200 |
|
|
2023
Q3 | $940K | Buy |
6,546
+4,061
| +163% | +$583K | 0.12% | 211 |
|
|
2023
Q2 | $312K | Sell |
2,485
-93
| -4% | -$11.7K | 0.04% | 734 |
|
|
2023
Q1 | $310K | Buy |
2,578
+417
| +19% | +$50.1K | 0.04% | 394 |
|
|
2022
Q4 | $270K | Buy |
2,161
+471
| +28% | +$58.9K | 0.03% | 339 |
|
|
2022
Q3 | $246K | Buy |
+1,690
| New | +$246K | 0.03% | 303 |
|
|
2021
Q3 | – | Sell |
-3,229
| Closed | -$504K | – | 796 |
|
|
2021
Q2 | $504K | Sell |
3,229
-2,084
| -39% | -$325K | 0.07% | 317 |
|
|
2021
Q1 | $753K | Buy |
5,313
+213
| +4% | +$30.2K | 0.12% | 185 |
|
|
2020
Q4 | $695K | Buy |
5,100
+1,924
| +61% | +$262K | 0.15% | 123 |
|
|
2020
Q3 | $385K | Sell |
3,176
-879
| -22% | -$107K | 0.11% | 168 |
|
|
2020
Q2 | $419K | Sell |
4,055
-10
| -0.2% | -$1.03K | 0.14% | 112 |
|
|
2020
Q1 | $423K | Sell |
4,065
-699
| -15% | -$72.7K | 0.17% | 118 |
|
|
2019
Q4 | $624K | Sell |
4,764
-429
| -8% | -$56.2K | 0.22% | 133 |
|
|
2019
Q3 | $653K | Buy |
5,193
+517
| +11% | +$65K | 0.25% | 98 |
|
|
2019
Q2 | $497K | Sell |
4,676
-77
| -2% | -$8.18K | 0.21% | 175 |
|
|
2019
Q1 | $451K | Buy |
4,753
+1,745
| +58% | +$166K | 0.21% | 176 |
|
|
2018
Q4 | $269K | Buy |
3,008
+179
| +6% | +$16K | 0.18% | 164 |
|
|
2018
Q3 | $305K | Buy |
2,829
+175
| +7% | +$18.9K | 0.19% | 151 |
|
|
2018
Q2 | $275K | Sell |
2,654
-20
| -0.7% | -$2.07K | 0.2% | 154 |
|
|
2018
Q1 | $244K | Buy |
2,674
+836
| +45% | +$76.3K | 0.25% | 118 |
|
|
2017
Q4 | $185K | Buy |
+1,838
| New | +$185K | 0.16% | 99 |
|