Venturi Wealth 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 |
-97
| Closed | -$20.7K | – | 594 |
|
|
2024
Q4 | $20.7K | Buy |
97
+1
| +1% | +$213 | ﹤0.01% | 1254 |
|
|
2024
Q3 | $19.1K | Sell |
96
-4
| -4% | -$796 | ﹤0.01% | 1026 |
|
|
2024
Q2 | $16.6K | Buy |
100
+27
| +37% | +$4.49K | ﹤0.01% | 980 |
|
|
2024
Q1 | $13.7K | Sell |
73
-21
| -22% | -$3.95K | ﹤0.01% | 843 |
|
|
2023
Q4 | $15.8K | Buy |
94
+46
| +96% | +$7.75K | ﹤0.01% | 764 |
|
|
2023
Q3 | $6.89K | Buy |
48
+46
| +2,300% | +$6.61K | ﹤0.01% | 881 |
|
|
2023
Q2 | $252 | Buy |
+2
| New | +$252 | ﹤0.01% | 1118 |
|