Mark Sheptoff Financial Planning’s Assurant AIZ Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$2.96K	Buy
2020 Q2	–	Sell
2020 Q1	$15K	Hold
2019 Q4	$19K	Buy
2019 Q3	$6K	Buy
2015 Q4	–	Sell
2015 Q3	$4K	Buy
2014 Q2	–	Sell
2014 Q1	$18K	Buy