Polaris Wealth Advisory Group’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-34,121
| Closed | -$2.24M | – | 68 |
|
|
2014
Q2 | $2.24M | Buy |
34,121
+1,698
| +5% | +$111K | 0.5% | 44 |
|
|
2014
Q1 | $2.11M | Buy |
32,423
+4,992
| +18% | +$324K | 0.49% | 39 |
|
|
2013
Q4 | $1.82M | Buy |
27,431
+3,571
| +15% | +$237K | 0.45% | 33 |
|
|
2013
Q3 | $1.29M | Buy |
23,860
+8,510
| +55% | +$460K | 0.4% | 37 |
|
|
2013
Q2 | $781K | Buy |
+15,350
| New | +$781K | 0.31% | 34 |
|