TWA
TCI Wealth Advisors’s Assurant AIZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-50
| Closed | -$6K | – | 264 |
|
2023
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 1404 |
|
2022
Q4 | $6.25K | Sell |
50
-24
| -32% | -$3K | ﹤0.01% | 1381 |
|
2022
Q3 | $11K | Sell |
74
-25
| -25% | -$3.72K | ﹤0.01% | 948 |
|
2022
Q2 | $17K | Sell |
99
-3
| -3% | -$515 | ﹤0.01% | 694 |
|
2022
Q1 | $19K | Sell |
102
-1
| -1% | -$186 | ﹤0.01% | 710 |
|
2021
Q4 | $16K | Hold |
103
| – | – | ﹤0.01% | 803 |
|
2021
Q3 | $16K | Buy |
103
+33
| +47% | +$5.13K | ﹤0.01% | 759 |
|
2021
Q2 | $11K | Hold |
70
| – | – | ﹤0.01% | 866 |
|
2021
Q1 | $10K | Buy |
70
+29
| +71% | +$4.14K | ﹤0.01% | 822 |
|
2020
Q4 | $6K | Buy |
41
+5
| +14% | +$732 | ﹤0.01% | 765 |
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 795 |
|
2020
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 765 |
|
2020
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 739 |
|
2019
Q4 | $5K | Hold |
36
| – | – | ﹤0.01% | 833 |
|
2019
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 782 |
|
2019
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 792 |
|
2019
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 887 |
|
2018
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 864 |
|
2018
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 814 |
|
2018
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 816 |
|
2018
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 825 |
|
2017
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 815 |
|
2017
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 821 |
|
2017
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 786 |
|
2017
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 822 |
|
2016
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 889 |
|
2016
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 837 |
|
2016
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 817 |
|
2016
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 822 |
|
2015
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 779 |
|
2015
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 705 |
|
2015
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 780 |
|
2015
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 717 |
|
2014
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 713 |
|
2014
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 714 |
|
2014
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 736 |
|
2014
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 696 |
|
2013
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 695 |
|
2013
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 617 |
|
2013
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 563 |
|