TWD
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True Wealth Design’s Assurant AIZ Stock Holding History

True Wealth Design’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$198 Sell
1
-129
-99% -$25.5K ﹤0.01% 2075
2025
Q1 		$27.3K Buy
130
+4
+3% +$839 0.01% 290
2024
Q4 		$26.9K Hold
126
– – 0.01% 280
2024
Q3 		$25.1K Buy
+126
New +$25.1K 0.01% 292