Mark Sheptoff Financial Planning’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96K | Buy |
+15
| New | +$2.96K | ﹤0.01% | 440 |
|
|
2020
Q2 | – | Sell |
-147
| Closed | -$15K | – | 354 |
|
|
2020
Q1 | $15K | Hold |
147
| – | – | 0.01% | 194 |
|
|
2019
Q4 | $19K | Buy |
147
+100
| +213% | +$12.9K | 0.01% | 219 |
|
|
2019
Q3 | $6K | Buy |
+47
| New | +$6K | ﹤0.01% | 294 |
|
|
2015
Q4 | – | Sell |
-53
| Closed | -$4K | – | 382 |
|
|
2015
Q3 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 293 |
|
|
2014
Q2 | – | Sell |
-283
| Closed | -$18K | – | 342 |
|
|
2014
Q1 | $18K | Buy |
+283
| New | +$18K | 0.02% | 243 |
|