Wealth Enhancement Advisory Services’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $973K | Sell |
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|
2025
Q2 | $946K | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $885K | Buy |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $919K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4.16M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.43M | Buy |
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