Sheaff Brock Investment Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,716
| Closed | -$252K | – | 600 |
|
|
2016
Q4 | $252K | Sell |
2,716
-465
| -15% | -$43.1K | 0.03% | 458 |
|
|
2016
Q3 | $293K | Sell |
3,181
-1,595
| -33% | -$147K | 0.04% | 362 |
|
|
2016
Q2 | $412K | Sell |
4,776
-2,150
| -31% | -$185K | 0.05% | 312 |
|
|
2016
Q1 | $534K | Buy |
6,926
+1,985
| +40% | +$153K | 0.07% | 282 |
|
|
2015
Q4 | $398K | Buy |
+4,941
| New | +$398K | 0.05% | 352 |
|