Avantax Advisory Services’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Sell |
14,993
-2,840
| -16% | -$171K | 0.01% | 1229 |
|
|
2025
Q1 | $1.59M | Buy |
17,833
+6,654
| +60% | +$594K | 0.01% | 866 |
|
|
2024
Q4 | $867K | Sell |
11,179
-1,907
| -15% | -$148K | 0.01% | 1106 |
|
|
2024
Q3 | $1.15M | Sell |
13,086
-321
| -2% | -$28.2K | 0.01% | 951 |
|
|
2024
Q2 | $1.22M | Buy |
+13,407
| New | +$1.22M | 0.01% | 879 |
|
|
2019
Q4 | – | Sell |
-2,432
| Closed | -$241K | – | 839 |
|
|
2019
Q3 | $241K | Sell |
2,432
-268
| -10% | -$26.6K | 0.01% | 491 |
|
|
2019
Q2 | $330K | Hold |
2,700
| – | – | 0.01% | 380 |
|
|
2019
Q1 | $334K | Sell |
2,700
-164
| -6% | -$20.3K | 0.02% | 336 |
|
|
2018
Q4 | $266K | Buy |
+2,864
| New | +$266K | 0.04% | 318 |
|