Windsor Financial Group’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-28,135
| Closed | -$1.83M | – | 76 |
|
|
2014
Q1 | $1.83M | Sell |
28,135
-23,974
| -46% | -$1.56M | 0.93% | 48 |
|
|
2013
Q4 | $3.46M | Sell |
52,109
-974
| -2% | -$64.6K | 1.92% | 19 |
|
|
2013
Q3 | $2.87M | Sell |
53,083
-13,574
| -20% | -$734K | 1.73% | 27 |
|
|
2013
Q2 | $3.39M | Buy |
+66,657
| New | +$3.39M | 2.15% | 17 |
|