B. Riley Wealth Management’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-1,494
| Closed | -$38K | – | 554 |
|
2015
Q2 | $38K | Hold |
1,494
| – | – | 0.03% | 473 |
|
2015
Q1 | $39K | Hold |
1,494
| – | – | 0.03% | 452 |
|
2014
Q4 | $25K | Hold |
1,494
| – | – | 0.02% | 537 |
|
2014
Q3 | $20K | Hold |
1,494
| – | – | 0.01% | 600 |
|
2014
Q2 | $24K | Buy |
+1,494
| New | +$24K | 0.02% | 616 |
|