Principia Wealth Advisory’s Assurant AIZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$164K	Buy	831 +9	+1%	+$1.78K	0.14%	66
2025 Q1	$159K	Buy	822 +3	+0.4%	+$580	0.15%	55
2024 Q4	$175K	Buy	+819	New	+$175K	0.16%	53