MinichMacGregor Wealth Management’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-57
| Closed | -$7.2K | – | 114 |
|
|
2022
Q4 | $7.2K | Buy |
+57
| New | +$7.2K | ﹤0.01% | 441 |
|
|
2018
Q4 | – | Sell |
-159
| Closed | -$17K | – | 105 |
|
|
2018
Q3 | $17K | Hold |
159
| – | – | 0.01% | 233 |
|
|
2018
Q2 | $16K | Hold |
159
| – | – | 0.01% | 232 |
|
|
2018
Q1 | $14K | Hold |
159
| – | – | 0.01% | 247 |
|
|
2017
Q4 | $16K | Buy |
159
+1
| +0.6% | +$101 | 0.01% | 227 |
|
|
2017
Q3 | $15K | Hold |
158
| – | – | 0.01% | 226 |
|
|
2017
Q2 | $16K | Hold |
158
| – | – | 0.01% | 211 |
|
|
2017
Q1 | $15K | Hold |
158
| – | – | 0.01% | 216 |
|
|
2016
Q4 | $14K | Hold |
158
| – | – | 0.01% | 212 |
|
|
2016
Q3 | $14K | Hold |
158
| – | – | 0.01% | 218 |
|
|
2016
Q2 | $13K | Hold |
158
| – | – | 0.01% | 218 |
|
|
2016
Q1 | $12K | Hold |
158
| – | – | 0.01% | 217 |
|
|
2015
Q4 | $10K | Buy |
+158
| New | +$10K | 0.01% | 231 |
|