TD Private Client 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 | $107K | Buy |
543
+122
| +29% | +$24.1K | ﹤0.01% | 727 |
|
|
2025
Q1 | $88.3K | Buy |
421
+228
| +118% | +$47.8K | ﹤0.01% | 719 |
|
|
2024
Q4 | $41.2K | Buy |
193
+161
| +503% | +$34.3K | ﹤0.01% | 859 |
|
|
2024
Q3 | $6.36K | Sell |
32
-3
| -9% | -$597 | ﹤0.01% | 1097 |
|
|
2024
Q2 | $5.82K | Sell |
35
-31
| -47% | -$5.15K | ﹤0.01% | 1085 |
|
|
2024
Q1 | $12.4K | Sell |
66
-3
| -4% | -$565 | ﹤0.01% | 1011 |
|
|
2023
Q4 | $11.6K | Buy |
69
+2
| +3% | +$337 | ﹤0.01% | 1028 |
|
|
2023
Q3 | $9.62K | Sell |
67
-174
| -72% | -$25K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $30.3K | Buy |
241
+15
| +7% | +$1.89K | ﹤0.01% | 884 |
|
|
2023
Q1 | $27.1K | Sell |
226
-15
| -6% | -$1.8K | ﹤0.01% | 889 |
|
|
2022
Q4 | $30.1K | Buy |
241
+169
| +235% | +$21.1K | ﹤0.01% | 847 |
|
|
2022
Q3 | $10.5K | Sell |
72
-32
| -31% | -$4.65K | ﹤0.01% | 991 |
|
|
2022
Q2 | $18K | Sell |
104
-31
| -23% | -$5.36K | ﹤0.01% | 938 |
|
|
2022
Q1 | $24.5K | Buy |
135
+7
| +5% | +$1.27K | ﹤0.01% | 910 |
|
|
2021
Q4 | $20K | Sell |
128
-2
| -2% | -$312 | ﹤0.01% | 855 |
|
|
2021
Q3 | $20.5K | Buy |
130
+8
| +7% | +$1.26K | ﹤0.01% | 845 |
|
|
2021
Q2 | $19.1K | Buy |
122
+2
| +2% | +$312 | ﹤0.01% | 855 |
|
|
2021
Q1 | $17K | Hold |
120
| – | – | ﹤0.01% | 843 |
|
|
2020
Q4 | $16.3K | Buy |
120
+13
| +12% | +$1.77K | ﹤0.01% | 799 |
|
|
2020
Q3 | $13K | Hold |
107
| – | – | ﹤0.01% | 772 |
|
|
2020
Q2 | $11.1K | Sell |
107
-23
| -18% | -$2.38K | ﹤0.01% | 788 |
|
|
2020
Q1 | $13.5K | Buy |
130
+36
| +38% | +$3.75K | ﹤0.01% | 731 |
|
|
2019
Q4 | $12.3K | Buy |
+94
| New | +$12.3K | ﹤0.01% | 740 |
|