FDx Advisors’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,783
| Closed | -$450K | – | 731 |
|
|
2023
Q2 | $450K | Buy |
3,783
+509
| +16% | +$60.5K | 0.02% | 474 |
|
|
2023
Q1 | $372K | Hold |
3,274
| – | – | 0.02% | 486 |
|
|
2022
Q4 | $372K | Sell |
3,274
-1,320
| -29% | -$150K | 0.02% | 486 |
|
|
2022
Q3 | $469K | Sell |
4,594
-168
| -4% | -$17.2K | 0.02% | 420 |
|
|
2022
Q2 | $475K | Sell |
4,762
-311
| -6% | -$31K | 0.02% | 496 |
|
|
2022
Q1 | $509K | Buy |
5,073
+285
| +6% | +$28.6K | 0.02% | 503 |
|
|
2021
Q4 | $566K | Buy |
4,788
+757
| +19% | +$89.5K | 0.02% | 499 |
|
|
2021
Q3 | $446K | Sell |
4,031
-299
| -7% | -$33.1K | 0.01% | 548 |
|
|
2021
Q2 | $391K | Buy |
+4,330
| New | +$391K | 0.01% | 578 |
|
|
2019
Q4 | – | Sell |
-2,190
| Closed | -$216K | – | 644 |
|
|
2019
Q3 | $216K | Sell |
2,190
-251
| -10% | -$24.8K | 0.01% | 581 |
|
|
2019
Q2 | $298K | Buy |
2,441
+72
| +3% | +$8.79K | 0.01% | 634 |
|
|
2019
Q1 | $293K | Sell |
2,369
-2,412
| -50% | -$298K | 0.01% | 606 |
|
|
2018
Q4 | $446K | Sell |
4,781
-1,284
| -21% | -$120K | 0.04% | 325 |
|
|
2018
Q3 | $715K | Sell |
6,065
-923
| -13% | -$109K | 0.03% | 420 |
|
|
2018
Q2 | $666K | Buy |
+6,988
| New | +$666K | 0.02% | 465 |
|