JFS Wealth Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.9K | Hold |
|
|||||
|
2025
Q2 | $10.9K | Hold |
|
|||||
|
2025
Q1 | $11.5K | Hold |
|
|||||
|
2024
Q4 | $11.7K | Hold |
|
|||||
|
2024
Q3 | $10.9K | Buy |
|
|||||
|
2024
Q2 | $8.81K | Hold |
|
|||||
|
2024
Q1 | $9.98K | Hold |
|
|||||
|
2023
Q4 | $8.93K | Buy |
|
|||||
|
2023
Q3 | $6.75K | Buy |
|
|||||
|
2023
Q2 | $4.15K | Buy |
|
|||||
|
2023
Q1 | $1.08K | Sell |
|
|||||
|
2022
Q4 | $4K | Sell |
|
|||||
|
2022
Q3 | $5K | Sell |
|
|||||
|
2022
Q2 | $11K | Buy |
|
|||||
|
2022
Q1 | $7K | Buy |
|
|||||
|
2021
Q4 | $2K | Buy |
|