Wealthfront’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $767K | Buy |
7,105
+11
| +0.2% | +$1.19K | 0.01% | 316 |
|
|
2018
Q2 | $734K | Buy |
7,094
+1,234
| +21% | +$128K | 0.01% | 314 |
|
|
2018
Q1 | $536K | Buy |
+5,860
| New | +$536K | 0.01% | 373 |
|
|
2015
Q4 | – | Sell |
-932
| Closed | -$74K | – | 319 |
|
|
2015
Q3 | $74K | Buy |
932
+520
| +126% | +$41.3K | ﹤0.01% | 454 |
|
|
2015
Q2 | $28K | Buy |
412
+49
| +13% | +$3.33K | ﹤0.01% | 568 |
|
|
2015
Q1 | $22K | Sell |
363
-775
| -68% | -$47K | ﹤0.01% | 540 |
|
|
2014
Q4 | $78K | Buy |
1,138
+203
| +22% | +$13.9K | ﹤0.01% | 396 |
|
|
2014
Q3 | $60K | Buy |
935
+202
| +28% | +$13K | ﹤0.01% | 375 |
|
|
2014
Q2 | $48K | Buy |
733
+146
| +25% | +$9.56K | ﹤0.01% | 374 |
|
|
2014
Q1 | $39K | Buy |
+587
| New | +$39K | ﹤0.01% | 317 |
|