Cassady Schiller Wealth Management’s Insight Enterprises NSIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $76.1K | Hold |
500
| – | – | 0.03% | 173 |
|
|
2024
Q3 | $108K | Hold |
500
| – | – | 0.04% | 153 |
|
|
2024
Q2 | $99.2K | Hold |
500
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $92.8K | Hold |
500
| – | – | 0.04% | 159 |
|
|
2023
Q4 | $88.6K | Hold |
500
| – | – | 0.04% | 157 |
|
|
2023
Q3 | $72.8K | Hold |
500
| – | – | 0.04% | 164 |
|
|
2023
Q2 | $73.2K | Hold |
500
| – | – | 0.04% | 168 |
|
|
2023
Q1 | $71.5K | Hold |
500
| – | – | 0.03% | 169 |
|
|
2022
Q4 | $50.1K | Buy |
+500
| New | +$50.1K | 0.03% | 194 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$53K | – | 427 |
|
|
2021
Q4 | $53K | Buy |
+500
| New | +$53K | 0.03% | 200 |
|