BSW
Buckingham Strategic Wealth’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-75,347
| Closed | -$8.34M | – | 619 |
|
|
2021
Q3 | $8.34M | Sell |
75,347
-7,774
| -9% | -$861K | 0.17% | 66 |
|
|
2021
Q2 | $7.51M | Sell |
83,121
-5,417
| -6% | -$490K | 0.18% | 73 |
|
|
2021
Q1 | $7.41M | Sell |
88,538
-3,232
| -4% | -$271K | 0.37% | 59 |
|
|
2020
Q4 | $7.47M | Sell |
91,770
-6,938
| -7% | -$565K | 0.39% | 59 |
|
|
2020
Q3 | $6.46M | Sell |
98,708
-2,249
| -2% | -$147K | 0.49% | 47 |
|
|
2020
Q2 | $6.54M | Sell |
100,957
-1,052
| -1% | -$68.1K | 0.62% | 38 |
|
|
2020
Q1 | $3.81M | Buy |
102,009
+100
| +0.1% | +$3.73K | 0.37% | 58 |
|
|
2019
Q4 | $8.77M | Sell |
101,909
-572
| -0.6% | -$49.2K | 0.84% | 25 |
|
|
2019
Q3 | $10.1M | Sell |
102,481
-1,128
| -1% | -$111K | 1.1% | 19 |
|
|
2019
Q2 | $12.7M | Buy |
+103,609
| New | +$12.7M | 1.38% | 18 |
|
|
2019
Q1 | – | Sell |
-118,648
| Closed | -$11.1M | – | 424 |
|
|
2018
Q4 | $11.1M | Buy |
+118,648
| New | +$11.1M | 1.69% | 14 |
|