Insight Wealth Strategies’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,163
| Closed | -$918K | – | 193 |
|
|
2021
Q2 | $918K | Sell |
10,163
-1,840
| -15% | -$166K | 0.13% | 107 |
|
|
2021
Q1 | $1.01M | Buy |
12,003
+928
| +8% | +$77.7K | 0.13% | 102 |
|
|
2020
Q4 | $902K | Buy |
11,075
+299
| +3% | +$24.4K | 0.15% | 78 |
|
|
2020
Q3 | $706K | Buy |
10,776
+4,792
| +80% | +$314K | 0.13% | 77 |
|
|
2020
Q2 | $387K | Buy |
+5,984
| New | +$387K | 0.09% | 105 |
|