Kingsview 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
Q2 | – | Sell |
-9,445
| Closed | -$1.78M | – | 1035 |
|
|
2024
Q1 | $1.78M | Buy |
+9,445
| New | +$1.78M | 0.04% | 366 |
|
|
2023
Q4 | – | Sell |
-16,143
| Closed | -$2.32M | – | 947 |
|
|
2023
Q3 | $2.32M | Buy |
+16,143
| New | +$2.32M | 0.08% | 247 |
|
|
2022
Q4 | – | Sell |
-3,629
| Closed | -$527K | – | 843 |
|
|
2022
Q3 | $527K | Buy |
+3,629
| New | +$527K | 0.03% | 490 |
|
|
2022
Q1 | – | Sell |
-5,334
| Closed | -$831K | – | 854 |
|
|
2021
Q4 | $831K | Buy |
+5,334
| New | +$831K | 0.03% | 447 |
|
|
2021
Q2 | – | Sell |
-4,855
| Closed | -$691K | – | 862 |
|
|
2021
Q1 | $691K | Sell |
4,855
-536
| -10% | -$76.3K | 0.04% | 437 |
|
|
2020
Q4 | $734K | Buy |
+5,391
| New | +$734K | 0.05% | 350 |
|
|
2020
Q3 | – | Sell |
-2,880
| Closed | -$297K | – | 606 |
|
|
2020
Q2 | $297K | Buy |
+2,880
| New | +$297K | 0.03% | 441 |
|