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ORG Wealth Partners’s Assurant AIZ Stock Holding History

ORG Wealth Partners’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.7K Hold
140
– – 0.01% 376
2025
Q1 		$29.6K Sell
140
-418
-75% -$88.4K 0.01% 392
2024
Q4 		$119K Sell
558
-63
-10% -$13.4K 0.04% 157
2024
Q3 		$123K Buy
+621
New +$123K 0.04% 164