JFS Wealth Advisors’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44K | Sell |
24
-1
| -4% | -$60 | ﹤0.01% | 1477 |
|
|
2025
Q1 | $2.23K | Sell |
25
-2
| -7% | -$178 | ﹤0.01% | 1433 |
|
|
2024
Q4 | $2.09K | Sell |
27
-3
| -10% | -$233 | ﹤0.01% | 1461 |
|
|
2024
Q3 | $2.64K | Sell |
30
-7
| -19% | -$616 | ﹤0.01% | 1376 |
|
|
2024
Q2 | $3.38K | Hold |
37
| – | – | ﹤0.01% | 1224 |
|
|
2024
Q1 | $4.06K | Sell |
37
-7
| -16% | -$767 | ﹤0.01% | 1177 |
|
|
2023
Q4 | $5.16K | Hold |
44
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q3 | $4.3K | Hold |
44
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q2 | $5.24K | Hold |
44
| – | – | ﹤0.01% | 981 |
|
|
2023
Q1 | $5.35K | Sell |
44
-5
| -10% | -$608 | ﹤0.01% | 956 |
|
|
2022
Q4 | $5.57K | Sell |
49
-1
| -2% | -$114 | ﹤0.01% | 954 |
|
|
2022
Q3 | $5K | Sell |
50
-10
| -17% | -$1K | ﹤0.01% | 993 |
|
|
2022
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 948 |
|
|
2022
Q1 | $6K | Buy |
60
+26
| +76% | +$2.6K | ﹤0.01% | 990 |
|
|
2021
Q4 | $4K | Sell |
34
-593
| -95% | -$69.8K | ﹤0.01% | 871 |
|
|
2021
Q3 | $69K | Buy |
+627
| New | +$69K | 0.01% | 373 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | – | – | 625 |
|
|
2021
Q1 | $0 | Sell |
5
-56
| -92% | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $5K | Buy |
61
+46
| +307% | +$3.77K | ﹤0.01% | 469 |
|
|
2020
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 536 |
|