Trifecta Capital 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 | $1.19K | Hold |
6
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $1.26K | Hold |
6
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $1.28K | Hold |
6
| – | – | ﹤0.01% | 350 |
|
|
2024
Q3 | $1.19K | Hold |
6
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $998 | Hold |
6
| – | – | ﹤0.01% | 380 |
|
|
2024
Q1 | $1.13K | Hold |
6
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $1.01K | Hold |
6
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $862 | Hold |
6
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $755 | Hold |
6
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $721 | Sell |
6
-1
| -14% | -$120 | ﹤0.01% | 393 |
|
|
2022
Q4 | $875 | Buy |
+7
| New | +$875 | ﹤0.01% | 385 |
|