IWS
Insight Wealth Strategies’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,804
| Closed | -$1.9M | – | 180 |
|
|
2023
Q4 | $1.9M | Sell |
9,804
-699
| -7% | -$135K | 0.31% | 76 |
|
|
2023
Q3 | $1.79M | Buy |
10,503
+188
| +2% | +$32.1K | 0.35% | 55 |
|
|
2023
Q2 | $1.98M | Sell |
10,315
-144
| -1% | -$27.7K | 0.38% | 42 |
|
|
2023
Q1 | $1.59M | Sell |
10,459
-566
| -5% | -$86.2K | 0.31% | 54 |
|
|
2022
Q4 | $1.42M | Buy |
11,025
+176
| +2% | +$22.6K | 0.27% | 67 |
|
|
2022
Q3 | $1.23M | Hold |
10,849
| – | – | 0.23% | 83 |
|
|
2022
Q2 | $1.23M | Sell |
10,849
-177
| -2% | -$20K | 0.23% | 83 |
|
|
2022
Q1 | $1.45M | Buy |
11,026
+504
| +5% | +$66.1K | 0.21% | 79 |
|
|
2021
Q4 | $1.5M | Buy |
+10,522
| New | +$1.5M | 0.21% | 72 |
|