Wealth Enhancement Advisory Services’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
4,887
-1,248
| -20% | -$241K | ﹤0.01% | 1775 |
|
|
2025
Q1 | $1.29M | Buy |
6,135
+101
| +2% | +$21.2K | ﹤0.01% | 1477 |
|
|
2024
Q4 | $1.29M | Buy |
6,034
+1,584
| +36% | +$338K | ﹤0.01% | 1405 |
|
|
2024
Q3 | $885K | Buy |
4,450
+1,570
| +55% | +$312K | ﹤0.01% | 1464 |
|
|
2024
Q2 | $479K | Sell |
2,880
-3,493
| -55% | -$581K | ﹤0.01% | 1672 |
|
|
2024
Q1 | $1.2M | Buy |
6,373
+73
| +1% | +$13.7K | ﹤0.01% | 1157 |
|
|
2023
Q4 | $1.06M | Sell |
6,300
-104
| -2% | -$17.5K | ﹤0.01% | 1148 |
|
|
2023
Q3 | $919K | Buy |
+6,404
| New | +$919K | ﹤0.01% | 1136 |
|
|
2022
Q4 | – | Sell |
-28,192
| Closed | -$4.16M | – | 318 |
|
|
2022
Q3 | $4.16M | Buy |
+28,192
| New | +$4.16M | 0.06% | 127 |
|
|
2021
Q3 | – | Sell |
-7,826
| Closed | -$1.22M | – | 288 |
|
|
2021
Q2 | $1.22M | Buy |
+7,826
| New | +$1.22M | 0.02% | 183 |
|
|
2016
Q3 | – | Sell |
-16,570
| Closed | -$1.43M | – | 136 |
|
|
2016
Q2 | $1.43M | Buy |
+16,570
| New | +$1.43M | 0.26% | 62 |
|