WestEnd Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $197 | Hold |
1
| – | – | ﹤0.01% | 352 |
|
2025
Q1 | $210 | Hold |
1
| – | – | ﹤0.01% | 345 |
|
2024
Q4 | $213 | Buy |
+1
| New | +$213 | ﹤0.01% | 249 |
|
2022
Q2 | – | Hold |
0
| – | -$181K | – | 311 |
|
2022
Q1 | – | Sell |
-1
| Closed | -$155 | – | 239 |
|
2021
Q4 | $155 | Buy |
+1
| New | +$155 | ﹤0.01% | 291 |
|
2021
Q3 | – | Hold |
0
| – | -$156K | – | 277 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 278 |
|