Spire Wealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18K | Sell |
11
-1
| -8% | -$198 | ﹤0.01% | 2154 |
|
|
2025
Q1 | $2.52K | Hold |
12
| – | – | ﹤0.01% | 2231 |
|
|
2024
Q4 | $2.56K | Hold |
12
| – | – | ﹤0.01% | 2196 |
|
|
2024
Q3 | $2.39K | Buy |
12
+8
| +200% | +$1.59K | ﹤0.01% | 1967 |
|
|
2024
Q2 | $665 | Hold |
4
| – | – | ﹤0.01% | 2168 |
|
|
2024
Q1 | $753 | Hold |
4
| – | – | ﹤0.01% | 2246 |
|
|
2023
Q4 | $671 | Buy |
+4
| New | +$671 | ﹤0.01% | 2323 |
|
|
2023
Q2 | – | Sell |
-24
| Closed | -$2.88K | – | 2385 |
|
|
2023
Q1 | $2.88K | Buy |
+24
| New | +$2.88K | ﹤0.01% | 2175 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 2175 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 2450 |
|