Jamison Private Wealth Management’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-253	Closed	-$50.3K	–	209
2024 Q3	$50.3K	Buy	253 +1	+0.4%	+$199	0.01%	252
2024 Q2	$41.9K	Sell	252 -55	-18%	-$9.15K	0.01%	251
2024 Q1	$57.8K	Sell	307 -98	-24%	-$18.4K	0.01%	249
2023 Q4	$68.2K	Buy	+405	New	+$68.2K	0.01%	223