SteelPeak Wealth’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,000
| Closed | -$210K | – | 507 |
|
|
2025
Q1 | $210K | Hold |
1,000
| – | – | 0.01% | 456 |
|
|
2024
Q4 | $213K | Buy |
+1,000
| New | +$213K | 0.01% | 447 |
|
|
2024
Q3 | – | Sell |
-13,051
| Closed | -$2.17M | – | 457 |
|
|
2024
Q2 | $2.17M | Buy |
13,051
+11,551
| +770% | +$1.92M | 0.1% | 145 |
|
|
2024
Q1 | $282K | Hold |
1,500
| – | – | 0.01% | 358 |
|
|
2023
Q4 | $253K | Sell |
1,500
-200
| -12% | -$33.7K | 0.01% | 341 |
|
|
2023
Q3 | $244K | Buy |
+1,700
| New | +$244K | 0.02% | 346 |
|
|
2023
Q2 | – | Sell |
-1,667
| Closed | -$200K | – | 400 |
|
|
2023
Q1 | $200K | Sell |
1,667
-6,103
| -79% | -$733K | 0.01% | 336 |
|
|
2022
Q4 | $972K | Buy |
7,770
+1,161
| +18% | +$145K | 0.07% | 175 |
|
|
2022
Q3 | $960K | Sell |
6,609
-2,141
| -24% | -$311K | 0.07% | 169 |
|
|
2022
Q2 | $1.51M | Buy |
+8,750
| New | +$1.51M | 0.11% | 133 |
|