Plante Moran Financial Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$125 | – | 790 |
|
|
2022
Q4 | $125 | Buy |
+1
| New | +$125 | ﹤0.01% | 823 |
|
|
2022
Q1 | – | Sell |
-32
| Closed | -$5K | – | 797 |
|
|
2021
Q4 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 806 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 992 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 806 |
|