Concord Wealth Partners’s Insight Enterprises NSIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9	Closed	-$1.37K	–	915
2024 Q4	$1.37K	Hold	9	–	–	﹤0.01%	753
2024 Q3	$1.94K	Buy	+9	New	+$1.94K	﹤0.01%	749
2023 Q1	–	Sell	-9	Closed	-$902	–	1148
2022 Q4	$902	Buy	+9	New	+$902	﹤0.01%	1079