Schechter Investment Advisors’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $341K | Sell |
1,626
-11
| -0.7% | -$2.31K | 0.03% | 448 |
|
|
2024
Q4 | $349K | Sell |
1,637
-18
| -1% | -$3.84K | 0.03% | 455 |
|
|
2024
Q3 | $329K | Buy |
1,655
+5
| +0.3% | +$994 | 0.02% | 478 |
|
|
2024
Q2 | $274K | Hold |
1,650
| – | – | 0.02% | 493 |
|
|
2024
Q1 | $311K | Buy |
+1,650
| New | +$311K | 0.02% | 495 |
|