AE Wealth Management’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,930
| Closed | -$349K | – | 2032 |
|
|
2023
Q2 | $349K | Buy |
2,930
+536
| +22% | +$63.8K | ﹤0.01% | 1547 |
|
|
2023
Q1 | $291K | Sell |
2,394
-2
| -0.1% | -$243 | ﹤0.01% | 1565 |
|
|
2022
Q4 | $272K | Sell |
2,396
-1
| -0% | -$114 | ﹤0.01% | 1540 |
|
|
2022
Q3 | $245K | Sell |
2,397
-1,401
| -37% | -$143K | ﹤0.01% | 1547 |
|
|
2022
Q2 | $379K | Buy |
3,798
+14
| +0.4% | +$1.4K | ﹤0.01% | 1329 |
|
|
2022
Q1 | $380K | Sell |
3,784
-26
| -0.7% | -$2.61K | ﹤0.01% | 1325 |
|
|
2021
Q4 | $450K | Sell |
3,810
-2
| -0.1% | -$236 | ﹤0.01% | 1285 |
|
|
2021
Q3 | $422K | Sell |
3,812
-19
| -0.5% | -$2.1K | ﹤0.01% | 1232 |
|
|
2021
Q2 | $346K | Hold |
3,831
| – | – | ﹤0.01% | 1284 |
|
|
2021
Q1 | $321K | Sell |
3,831
-26
| -0.7% | -$2.18K | ﹤0.01% | 1226 |
|
|
2020
Q4 | $314K | Sell |
3,857
-32
| -0.8% | -$2.61K | ﹤0.01% | 1122 |
|
|
2020
Q3 | $255K | Sell |
3,889
-14
| -0.4% | -$918 | ﹤0.01% | 1090 |
|
|
2020
Q2 | $253K | Buy |
+3,903
| New | +$253K | ﹤0.01% | 1082 |
|
|
2020
Q1 | – | Sell |
-4,062
| Closed | -$349K | – | 1220 |
|
|
2019
Q4 | $349K | Sell |
4,062
-216
| -5% | -$18.6K | 0.01% | 849 |
|
|
2019
Q3 | $422K | Sell |
4,278
-2
| -0% | -$197 | 0.01% | 669 |
|
|
2019
Q2 | $523K | Buy |
4,280
+453
| +12% | +$55.4K | 0.02% | 573 |
|
|
2019
Q1 | $473K | Buy |
3,827
+1,434
| +60% | +$177K | 0.03% | 351 |
|
|
2018
Q4 | $223K | Sell |
2,393
-1,593
| -40% | -$148K | 0.04% | 421 |
|
|
2018
Q3 | $470K | Buy |
+3,986
| New | +$470K | 0.03% | 336 |
|