National Wealth Management Group’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $466K | Buy |
+2,221
| New | +$466K | 0.31% | 79 |
|
|
2024
Q3 | – | Sell |
-2,164
| Closed | -$360K | – | 142 |
|
|
2024
Q2 | $360K | Buy |
+2,164
| New | +$360K | 0.27% | 80 |
|
|
2023
Q2 | – | Sell |
-4,514
| Closed | -$585K | – | 131 |
|
|
2023
Q1 | $585K | Buy |
+4,514
| New | +$585K | 0.67% | 38 |
|
|
2022
Q1 | – | Sell |
-1,382
| Closed | -$215K | – | 110 |
|
|
2021
Q4 | $215K | Buy |
+1,382
| New | +$215K | 0.2% | 114 |
|