BHWM
Bay Harbor Wealth Management’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$89 | – | 1296 |
|
|
2025
Q1 | $89 | Buy |
+1
| New | +$89 | ﹤0.01% | 900 |
|
|
2019
Q4 | – | Sell |
-21
| Closed | -$2K | – | 368 |
|
|
2019
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 306 |
|
|
2019
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 282 |
|
|
2019
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 324 |
|
|
2018
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 326 |
|