Zeke Capital Advisors’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,554
| Closed | -$212K | – | 295 |
|
|
2020
Q4 | $212K | Buy |
+1,554
| New | +$212K | 0.02% | 255 |
|
|
2019
Q4 | – | Sell |
-2,581
| Closed | -$325K | – | 540 |
|
|
2019
Q3 | $325K | Hold |
2,581
| – | – | 0.03% | 440 |
|
|
2019
Q2 | $275K | Hold |
2,581
| – | – | 0.03% | 487 |
|
|
2019
Q1 | $245K | Sell |
2,581
-20
| -0.8% | -$1.9K | 0.02% | 510 |
|
|
2018
Q4 | $233K | Sell |
2,601
-98
| -4% | -$8.78K | 0.02% | 484 |
|
|
2018
Q3 | $291K | Hold |
2,699
| – | – | 0.02% | 526 |
|
|
2018
Q2 | $279K | Buy |
2,699
+98
| +4% | +$10.1K | 0.03% | 426 |
|
|
2018
Q1 | $238K | Buy |
+2,601
| New | +$238K | 0.02% | 516 |
|