Patriot Financial Group Insurance Agency’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-58
| Closed | -$10K | – | 451 |
|
|
2022
Q2 | $10K | Buy |
58
+10
| +21% | +$1.72K | ﹤0.01% | 1224 |
|
|
2022
Q1 | $9K | Hold |
48
| – | – | ﹤0.01% | 1386 |
|
|
2021
Q4 | $7K | Buy |
48
+24
| +100% | +$3.5K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 1739 |
|
|
2021
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 1688 |
|
|
2021
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 1670 |
|
|
2020
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 1533 |
|
|
2020
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1271 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1224 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 977 |
|
|
2018
Q2 | – | Sell |
-7
| Closed | -$1K | – | 587 |
|
|
2018
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 893 |
|