JFS Wealth Advisors’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50 | Sell |
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|
2025
Q2 | $1.44K | Sell |
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|
2025
Q1 | $2.23K | Sell |
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|
2024
Q4 | $2.09K | Sell |
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|
2024
Q3 | $2.64K | Sell |
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|
2024
Q2 | $3.38K | Hold |
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|
2024
Q1 | $4.06K | Sell |
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|
2023
Q4 | $5.16K | Hold |
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|
2023
Q3 | $4.29K | Hold |
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|
2023
Q2 | $5.24K | Hold |
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|
2023
Q1 | $5.35K | Sell |
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|
2022
Q4 | $5.57K | Sell |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $4K | Sell |
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|
2021
Q3 | $69K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $5K | Buy |
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|
2020
Q3 | $1K | Buy |
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