Lenox Wealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-497
| Closed | -$45K | – | 576 |
|
|
2018
Q1 | $45K | Buy |
497
+157
| +46% | +$14.2K | 0.01% | 224 |
|
|
2017
Q4 | $34K | Sell |
340
-165
| -33% | -$16.5K | 0.01% | 256 |
|
|
2017
Q3 | $48K | Buy |
505
+187
| +59% | +$17.8K | 0.02% | 229 |
|
|
2017
Q2 | $33K | Buy |
+318
| New | +$33K | 0.01% | 243 |
|