Crewe Advisors’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-79
| Closed | -$7.21K | – | 904 |
|
2024
Q2 | $7.21K | Buy |
+79
| New | +$7.21K | ﹤0.01% | 739 |
|
2023
Q2 | – | Sell |
-171
| Closed | -$20.8K | – | 972 |
|
2023
Q1 | $20.8K | Hold |
171
| – | – | ﹤0.01% | 422 |
|
2022
Q4 | $19.4K | Hold |
171
| – | – | ﹤0.01% | 427 |
|
2022
Q3 | $17K | Hold |
171
| – | – | ﹤0.01% | 513 |
|
2022
Q2 | $17K | Buy |
+171
| New | +$17K | ﹤0.01% | 466 |
|