Balasa Dinverno & Foltz’s Insperity NSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-4,048
Closed -$494K 263
2019
Q2
$494K Sell
4,048
-214
-5% -$26.1K 0.06% 145
2019
Q1
$527K Buy
4,262
+85
+2% +$10.5K 0.06% 128
2018
Q4
$390K Buy
+4,177
New +$390K 0.05% 152