Wealthspire Advisors (Maryland)’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-501
| Closed | -$48K | – | 504 |
|
|
2019
Q1 | $48K | Sell |
501
-2
| -0.4% | -$192 | ﹤0.01% | 911 |
|
|
2018
Q4 | $45K | Buy |
503
+8
| +2% | +$716 | ﹤0.01% | 897 |
|
|
2018
Q3 | $53K | Hold |
495
| – | – | ﹤0.01% | 937 |
|
|
2018
Q2 | $51K | Buy |
495
+5
| +1% | +$515 | ﹤0.01% | 968 |
|
|
2018
Q1 | $45K | Buy |
490
+55
| +13% | +$5.05K | ﹤0.01% | 1024 |
|
|
2017
Q4 | $44K | Buy |
435
+218
| +100% | +$22.1K | ﹤0.01% | 1055 |
|
|
2017
Q3 | $21K | Buy |
217
+4
| +2% | +$387 | ﹤0.01% | 1282 |
|
|
2017
Q2 | $22K | Hold |
213
| – | – | ﹤0.01% | 1226 |
|
|
2017
Q1 | $20K | Buy |
213
+5
| +2% | +$469 | ﹤0.01% | 1074 |
|
|
2016
Q4 | $19K | Hold |
208
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q3 | $19K | Sell |
208
-4
| -2% | -$365 | ﹤0.01% | 1063 |
|
|
2016
Q2 | $18K | Sell |
212
-90
| -30% | -$7.64K | ﹤0.01% | 1023 |
|
|
2016
Q1 | $23K | Sell |
302
-7
| -2% | -$533 | ﹤0.01% | 918 |
|
|
2015
Q4 | $25K | Buy |
+309
| New | +$25K | ﹤0.01% | 901 |
|