J.P. Morgan Private Wealth Advisors’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.7M | Sell |
18,794
-505
| -3% | -$72.5K | 0.01% | 651 |
|
|
2023
Q2 | $2.43M | Sell |
19,299
-1,884
| -9% | -$237K | 0.01% | 500 |
|
|
2023
Q1 | $2.54M | Buy |
21,183
+678
| +3% | +$81.4K | 0.01% | 785 |
|
|
2022
Q4 | $2.56M | Buy |
20,505
+1,059
| +5% | +$132K | 0.01% | 758 |
|
|
2022
Q3 | $2.83M | Buy |
19,446
+329
| +2% | +$47.8K | 0.01% | 727 |
|
|
2022
Q2 | $3.3M | Buy |
19,117
+348
| +2% | +$60.1K | 0.01% | 686 |
|
|
2022
Q1 | $3.41M | Buy |
18,769
+1,895
| +11% | +$345K | 0.01% | 720 |
|
|
2021
Q4 | $2.63M | Buy |
16,874
+530
| +3% | +$82.6K | 0.01% | 807 |
|
|
2021
Q3 | $2.58M | Buy |
16,344
+134
| +0.8% | +$21.1K | 0.01% | 796 |
|
|
2021
Q2 | $2.53M | Buy |
16,210
+2,979
| +23% | +$465K | 0.01% | 791 |
|
|
2021
Q1 | $1.88M | Sell |
13,231
-563
| -4% | -$79.8K | 0.01% | 795 |
|
|
2020
Q4 | $1.88M | Buy |
13,794
+513
| +4% | +$69.9K | 0.01% | 752 |
|
|
2020
Q3 | $1.61M | Sell |
13,281
-2,421
| -15% | -$294K | 0.01% | 713 |
|
|
2020
Q2 | $1.62M | Sell |
15,702
-14,111
| -47% | -$1.46M | 0.01% | 646 |
|
|
2020
Q1 | $3.1M | Sell |
29,813
-27,223
| -48% | -$2.83M | 0.02% | 445 |
|
|
2019
Q4 | $7.48M | Sell |
57,036
-2,345
| -4% | -$307K | 0.03% | 354 |
|
|
2019
Q3 | $7.47M | Sell |
59,381
-4,558
| -7% | -$573K | 0.04% | 337 |
|
|
2019
Q2 | $6.8M | Buy |
63,939
+6,785
| +12% | +$722K | 0.04% | 330 |
|
|
2019
Q1 | $5.42M | Buy |
57,154
+3,507
| +7% | +$333K | 0.03% | 388 |
|
|
2018
Q4 | $4.8M | Buy |
53,647
+3,680
| +7% | +$329K | 0.03% | 369 |
|
|
2018
Q3 | $5.39M | Sell |
49,967
-31,973
| -39% | -$3.45M | 0.03% | 410 |
|
|
2018
Q2 | $8.48M | Buy |
81,940
+262
| +0.3% | +$27.1K | 0.05% | 297 |
|
|
2018
Q1 | $7.47M | Buy |
81,678
+2,434
| +3% | +$222K | 0.05% | 267 |
|
|
2017
Q4 | $7.99M | Buy |
79,244
+3,163
| +4% | +$319K | 0.05% | 266 |
|
|
2017
Q3 | $7.27M | Buy |
76,081
+2,160
| +3% | +$206K | 0.05% | 262 |
|
|
2017
Q2 | $7.66M | Buy |
73,921
+1,453
| +2% | +$151K | 0.06% | 250 |
|
|
2017
Q1 | $6.93M | Buy |
72,468
+1,342
| +2% | +$128K | 0.05% | 266 |
|
|
2016
Q4 | $6.6M | Sell |
71,126
-414
| -0.6% | -$38.4K | 0.06% | 245 |
|
|
2016
Q3 | $6.6M | Buy |
71,540
+5,460
| +8% | +$504K | 0.06% | 246 |
|
|
2016
Q2 | $5.7M | Buy |
66,080
+27,729
| +72% | +$2.39M | 0.06% | 251 |
|
|
2016
Q1 | $2.96M | Buy |
38,351
+33,223
| +648% | +$2.56M | 0.03% | 322 |
|
|
2015
Q4 | $413K | Buy |
5,128
+2,526
| +97% | +$203K | ﹤0.01% | 748 |
|
|
2015
Q3 | $206K | Buy |
+2,602
| New | +$206K | ﹤0.01% | 927 |
|