LW
Linscomb Wealth’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,591
| Closed | -$294K | – | 304 |
|
|
2022
Q4 | $294K | Buy |
+2,591
| New | +$294K | 0.01% | 283 |
|
|
2022
Q2 | – | Sell |
-2,490
| Closed | -$250K | – | 313 |
|
|
2022
Q1 | $250K | Hold |
2,490
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $294K | Hold |
2,490
| – | – | 0.01% | 274 |
|
|
2021
Q3 | $276K | Buy |
2,490
+1
| +0% | +$111 | 0.01% | 274 |
|
|
2021
Q2 | $225K | Sell |
2,489
-623
| -20% | -$56.3K | 0.01% | 303 |
|
|
2021
Q1 | $261K | Buy |
3,112
+12
| +0.4% | +$1.01K | 0.01% | 281 |
|
|
2020
Q4 | $252K | Sell |
3,100
-89
| -3% | -$7.24K | 0.02% | 270 |
|
|
2020
Q3 | $209K | Buy |
+3,189
| New | +$209K | 0.01% | 272 |
|
|
2020
Q2 | – | Sell |
-11,973
| Closed | -$447K | – | 348 |
|
|
2020
Q1 | $447K | Sell |
11,973
-3,802
| -24% | -$142K | 0.04% | 273 |
|
|
2019
Q4 | $1.36M | Buy |
+15,775
| New | +$1.36M | 0.09% | 156 |
|