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Mowery & Schoenfeld Wealth Management’s Assurant AIZ Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2026
Q1 		$2.19K Hold
10
– – ﹤0.01% 318
2025
Q4 		$2.42K Hold
10
– – ﹤0.01% 390
2025
Q3 		$2.17K Hold
10
– – ﹤0.01% 334
2025
Q2 		$1.98K Hold
10
– – ﹤0.01% 329
2025
Q1 		$2.11K Sell
10
-1
-9% -$209 ﹤0.01% 386
2024
Q4 		$2.35K Buy
+11
New +$2.29K ﹤0.01% 384

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