Integrated Wealth Concepts’s Insperity NSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,465	Closed	-$293K	–	1600
2023 Q2	$293K	Buy	+2,465	New	+$293K	0.01%	1231
2023 Q1	–	Sell	-3,561	Closed	-$404K	–	1377
2022 Q4	$404K	Buy	3,561 +263	+8%	+$29.8K	0.01%	720
2022 Q3	$337K	Buy	+3,298	New	+$337K	0.01%	701