J.P. Morgan Private Wealth Advisors’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,730
| Closed | -$325K | – | 1763 |
|
|
2023
Q2 | $325K | Sell |
2,730
-206
| -7% | -$24.5K | ﹤0.01% | 1214 |
|
|
2023
Q1 | $357K | Buy |
2,936
+604
| +26% | +$73.4K | ﹤0.01% | 1609 |
|
|
2022
Q4 | $265K | Sell |
2,332
-597
| -20% | -$67.8K | ﹤0.01% | 1700 |
|
|
2022
Q3 | $299K | Buy |
2,929
+320
| +12% | +$32.7K | ﹤0.01% | 1647 |
|
|
2022
Q2 | $260K | Sell |
2,609
-200
| -7% | -$19.9K | ﹤0.01% | 1719 |
|
|
2022
Q1 | $282K | Buy |
2,809
+2
| +0.1% | +$201 | ﹤0.01% | 1776 |
|
|
2021
Q4 | $332K | Sell |
2,807
-2,276
| -45% | -$269K | ﹤0.01% | 1709 |
|
|
2021
Q3 | $563K | Sell |
5,083
-6
| -0.1% | -$665 | ﹤0.01% | 1457 |
|
|
2021
Q2 | $460K | Buy |
5,089
+307
| +6% | +$27.8K | ﹤0.01% | 1508 |
|
|
2021
Q1 | $400K | Buy |
4,782
+1,961
| +70% | +$164K | ﹤0.01% | 1408 |
|
|
2020
Q4 | $230K | Buy |
+2,821
| New | +$230K | ﹤0.01% | 1591 |
|