OAM
Optimal Asset Management’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.46M | Buy |
9,234
+11
| +0.1% | +$1.74K | 0.18% | 183 |
|
|
2021
Q2 | $1.44M | Hold |
9,223
| – | – | 0.17% | 199 |
|
|
2021
Q1 | $1.31M | Buy |
9,223
+4,200
| +84% | +$596K | 0.17% | 200 |
|
|
2020
Q4 | $684K | Buy |
5,023
+6
| +0.1% | +$817 | 0.1% | 300 |
|
|
2020
Q3 | $609K | Sell |
5,017
-288
| -5% | -$35K | 0.09% | 316 |
|
|
2020
Q2 | $548K | Sell |
5,305
-5,696
| -52% | -$588K | 0.09% | 314 |
|
|
2020
Q1 | $1.15K | Buy |
11,001
+5,029
| +84% | +$523 | 0.11% | 270 |
|
|
2019
Q4 | $783K | Buy |
+5,972
| New | +$783K | 0.12% | 264 |
|