WFG Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1452 |
|
|
2017
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1375 |
|
|
2016
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1448 |
|
|
2016
Q3 | $1K | Sell |
11
-18
| -62% | -$1.64K | ﹤0.01% | 1438 |
|
|
2016
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 1302 |
|
|
2016
Q1 | $2K | Buy |
29
+7
| +32% | +$483 | ﹤0.01% | 1319 |
|
|
2015
Q4 | $2K | Buy |
22
+11
| +100% | +$1K | ﹤0.01% | 1343 |
|
|
2015
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1463 |
|
|
2015
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1538 |
|
|
2015
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1598 |
|
|
2014
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1916 |
|
|
2014
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1926 |
|
|
2014
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1860 |
|
|
2014
Q1 | $1K | Sell |
11
-5,939
| -100% | -$540K | ﹤0.01% | 1850 |
|
|
2013
Q4 | $395K | Buy |
5,950
+5,939
| +53,991% | +$394K | 0.06% | 357 |
|
|
2013
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 2005 |
|
|
2013
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1921 |
|