Life Planning Partners’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-370
| Closed | -$62.3K | – | 67 |
|
|
2023
Q4 | $62.3K | Buy |
+370
| New | +$62.3K | 0.06% | 96 |
|
|
2022
Q3 | $53.8K | Hold |
370
| – | – | 0.06% | 85 |
|
|
2022
Q2 | $64K | Hold |
370
| – | – | 0.07% | 78 |
|
|
2022
Q1 | $67K | Hold |
370
| – | – | 0.07% | 76 |
|
|
2021
Q4 | $58K | Buy |
+370
| New | +$58K | 0.06% | 84 |
|