TFC Financial Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$853 | – | 962 |
|
|
2024
Q4 | $853 | Buy |
+4
| New | +$853 | ﹤0.01% | 585 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$167 | – | 1008 |
|
|
2024
Q2 | $167 | Hold |
1
| – | – | ﹤0.01% | 740 |
|
|
2024
Q1 | $189 | Buy |
+1
| New | +$189 | ﹤0.01% | 737 |
|
|
2023
Q2 | – | Sell |
-299
| Closed | -$35.9K | – | 648 |
|
|
2023
Q1 | $35.9K | Buy |
+299
| New | +$35.9K | 0.01% | 261 |
|