Envestnet Portfolio Solutions’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,299
| Closed | -$256K | – | 1715 |
|
|
2024
Q4 | $256K | Sell |
3,299
-201
| -6% | -$15.6K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $308K | Buy |
3,500
+339
| +11% | +$29.8K | ﹤0.01% | 1437 |
|
|
2024
Q2 | $288K | Buy |
3,161
+766
| +32% | +$69.9K | ﹤0.01% | 1402 |
|
|
2024
Q1 | $263K | Sell |
2,395
-341
| -12% | -$37.4K | ﹤0.01% | 1430 |
|
|
2023
Q4 | $321K | Sell |
2,736
-403
| -13% | -$47.2K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $306K | Buy |
+3,139
| New | +$306K | ﹤0.01% | 1216 |
|