Surevest’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.37M | Buy |
23,222
+410
| +2% | +$59.6K | 0.92% | 42 |
|
|
2022
Q2 | $3.94M | Buy |
22,812
+307
| +1% | +$53.1K | 1.03% | 34 |
|
|
2022
Q1 | $4.09M | Sell |
22,505
-7,276
| -24% | -$1.32M | 0.99% | 33 |
|
|
2021
Q4 | $4.64M | Sell |
29,781
-333
| -1% | -$51.9K | 1.1% | 43 |
|
|
2021
Q3 | $4.75M | Buy |
30,114
+1,474
| +5% | +$233K | 1.2% | 33 |
|
|
2021
Q2 | $4.47M | Sell |
28,640
-2,523
| -8% | -$394K | 1.17% | 40 |
|
|
2021
Q1 | $4.42M | Buy |
31,163
+986
| +3% | +$140K | 1.34% | 32 |
|
|
2020
Q4 | $4.11M | Buy |
30,177
+467
| +2% | +$63.6K | 1.37% | 30 |
|
|
2020
Q3 | $3.6M | Buy |
29,710
+1,773
| +6% | +$215K | 1.42% | 30 |
|
|
2020
Q2 | $2.89M | Buy |
27,937
+3,955
| +16% | +$409K | 1.28% | 46 |
|
|
2020
Q1 | $2.5M | Buy |
23,982
+6,546
| +38% | +$681K | 1.36% | 27 |
|
|
2019
Q4 | $2.29M | Buy |
17,436
+3,736
| +27% | +$490K | 0.98% | 31 |
|
|
2019
Q3 | $1.72M | Buy |
13,700
+1,289
| +10% | +$162K | 0.85% | 43 |
|
|
2019
Q2 | $1.32M | Buy |
12,411
+5,597
| +82% | +$595K | 0.69% | 55 |
|
|
2019
Q1 | $647K | Buy |
6,814
+4,082
| +149% | +$388K | 0.4% | 82 |
|
|
2018
Q4 | $244K | Buy |
+2,732
| New | +$244K | 0.19% | 117 |
|