Beverly Hills Private Wealth’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,538
| Closed | -$316K | – | 344 |
|
|
2025
Q1 | $316K | Buy |
3,538
+155
| +5% | +$13.8K | 0.06% | 255 |
|
|
2024
Q4 | $262K | Sell |
3,383
-364
| -10% | -$28.2K | 0.05% | 282 |
|
|
2024
Q3 | $330K | Sell |
3,747
-796
| -18% | -$70K | 0.07% | 255 |
|
|
2024
Q2 | $414K | Sell |
4,543
-309
| -6% | -$28.2K | 0.09% | 210 |
|
|
2024
Q1 | $532K | Buy |
4,852
+1,285
| +36% | +$141K | 0.12% | 180 |
|
|
2023
Q4 | $418K | Sell |
3,567
-1,412
| -28% | -$166K | 0.11% | 199 |
|
|
2023
Q3 | $486K | Sell |
4,979
-3,971
| -44% | -$388K | 0.14% | 148 |
|
|
2023
Q2 | $843K | Buy |
+8,950
| New | +$843K | 0.14% | 159 |
|