EWA
EverSource Wealth Advisors’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
3,162
+694
| +28% | +$41.7K | 0.01% | 881 |
|
|
2025
Q1 | $220K | Buy |
2,468
+67
| +3% | +$5.98K | 0.01% | 625 |
|
|
2024
Q4 | $186K | Sell |
2,401
-706
| -23% | -$54.7K | 0.01% | 681 |
|
|
2024
Q3 | $273K | Buy |
3,107
+46
| +2% | +$4.05K | 0.02% | 475 |
|
|
2024
Q2 | $314K | Buy |
3,061
+28
| +0.9% | +$2.88K | 0.02% | 425 |
|
|
2024
Q1 | $312K | Buy |
3,033
+392
| +15% | +$40.3K | 0.02% | 366 |
|
|
2023
Q4 | $310K | Buy |
2,641
+11
| +0.4% | +$1.29K | 0.03% | 333 |
|
|
2023
Q3 | $257K | Buy |
2,630
+22
| +0.8% | +$2.15K | 0.03% | 351 |
|
|
2023
Q2 | $310K | Buy |
2,608
+2,585
| +11,239% | +$308K | 0.03% | 303 |
|
|
2023
Q1 | $2.8K | Sell |
23
-37,468
| -100% | -$4.55M | ﹤0.01% | 1831 |
|
|
2022
Q4 | $4.26M | Sell |
37,491
-3,329
| -8% | -$378K | 0.64% | 30 |
|
|
2022
Q3 | $4.17M | Hold |
40,820
| – | – | 0.95% | 18 |
|
|
2022
Q2 | $4.08M | Buy |
40,820
+35,632
| +687% | +$3.56M | 1.05% | 16 |
|
|
2022
Q1 | $521K | Buy |
+5,188
| New | +$521K | 0.13% | 142 |
|