LGT Financial Advisors’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-66
| Closed | -$5.12K | – | 589 |
|
|
2024
Q4 | $5.12K | Hold |
66
| – | – | 0.01% | 544 |
|
|
2024
Q3 | $5.81K | Hold |
66
| – | – | 0.01% | 504 |
|
|
2024
Q2 | $6.02K | Hold |
66
| – | – | 0.01% | 563 |
|
|
2024
Q1 | $7.23K | Hold |
66
| – | – | 0.01% | 545 |
|
|
2023
Q4 | $7.74K | Hold |
66
| – | – | 0.01% | 536 |
|
|
2023
Q3 | $6.44K | Buy |
+66
| New | +$6.44K | 0.01% | 570 |
|
|
2023
Q2 | – | Sell |
-1,858
| Closed | -$226K | – | 210 |
|
|
2023
Q1 | $226K | Buy |
+1,858
| New | +$226K | 0.42% | 76 |
|