TrinityPoint Wealth’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,961
| Closed | -$386K | – | 242 |
|
|
2020
Q4 | $386K | Buy |
2,961
+64
| +2% | +$8.34K | 0.09% | 171 |
|
|
2020
Q3 | $351K | Buy |
2,897
+135
| +5% | +$16.4K | 0.1% | 168 |
|
|
2020
Q2 | $285K | Buy |
2,762
+24
| +0.9% | +$2.48K | 0.09% | 172 |
|
|
2020
Q1 | $285K | Buy |
2,738
+252
| +10% | +$26.2K | 0.11% | 162 |
|
|
2019
Q4 | $326K | Buy |
2,486
+130
| +6% | +$17K | 0.11% | 163 |
|
|
2019
Q3 | $298K | Buy |
2,356
+264
| +13% | +$33.4K | 0.1% | 167 |
|
|
2019
Q2 | $238K | Buy |
+2,092
| New | +$238K | 0.11% | 149 |
|