Montag & Associates’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,283	Closed	-$2.12M	–	980
2024 Q1	$2.12M	Buy	11,283 +196	+2%	+$36.9K	0.11%	166
2023 Q4	$1.87M	Buy	11,087 +1,305	+13%	+$220K	0.1%	167
2023 Q3	$1.4M	Buy	+9,782	New	+$1.4M	0.09%	179