Summit Trail Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+1,060
| New | +$209K | ﹤0.01% | 1046 |
|
|
2019
Q1 | – | Sell |
-4,276
| Closed | -$382K | – | 88 |
|
|
2018
Q4 | $382K | Sell |
4,276
-2,273
| -35% | -$203K | 0.14% | 68 |
|
|
2018
Q3 | $707K | Buy |
6,549
+51
| +0.8% | +$5.51K | 0.16% | 79 |
|
|
2018
Q2 | $672K | Buy |
+6,498
| New | +$672K | 0.24% | 52 |
|
|
2018
Q1 | – | Sell |
-97
| Closed | -$10K | – | 453 |
|
|
2017
Q4 | $10K | Buy |
+97
| New | +$10K | ﹤0.01% | 1217 |
|