DBRC
D.B. Root & Company’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,932
| Closed | -$346K | – | 192 |
|
|
2021
Q4 | $346K | Sell |
2,932
-1,516
| -34% | -$179K | 0.12% | 155 |
|
|
2021
Q3 | $492K | Sell |
4,448
-982
| -18% | -$109K | 0.19% | 131 |
|
|
2021
Q2 | $490K | Sell |
5,430
-190
| -3% | -$17.1K | 0.18% | 136 |
|
|
2021
Q1 | $470K | Sell |
5,620
-111
| -2% | -$9.28K | 0.18% | 144 |
|
|
2020
Q4 | $466K | Sell |
5,731
-59
| -1% | -$4.8K | 0.19% | 137 |
|
|
2020
Q3 | $379K | Buy |
+5,790
| New | +$379K | 0.15% | 154 |
|