HWM
Hohimer Wealth Management’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,410
| Closed | -$311K | – | 251 |
|
|
2024
Q2 | $311K | Sell |
3,410
-34
| -1% | -$3.1K | 0.07% | 183 |
|
|
2024
Q1 | $377K | Sell |
3,444
-827
| -19% | -$90.6K | 0.09% | 176 |
|
|
2023
Q4 | $501K | Buy |
4,271
+164
| +4% | +$19.2K | 0.13% | 153 |
|
|
2023
Q3 | $401K | Hold |
4,107
| – | – | 0.11% | 156 |
|
|
2023
Q2 | $489K | Buy |
+4,107
| New | +$489K | 0.13% | 149 |
|