LA
Lucus Advisors’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,601
| Closed | -$355K | – | 269 |
|
|
2016
Q2 | $355K | Sell |
4,601
-5,452
| -54% | -$421K | 0.29% | 32 |
|
|
2016
Q1 | $520K | Sell |
10,053
-822
| -8% | -$42.5K | 0.31% | 152 |
|
|
2015
Q4 | $524K | Buy |
10,875
+671
| +7% | +$32.3K | 0.32% | 19 |
|
|
2015
Q3 | $448K | Buy |
10,204
+634
| +7% | +$27.8K | 0.25% | 131 |
|
|
2015
Q2 | $487K | Sell |
9,570
-835
| -8% | -$42.5K | 0.23% | 217 |
|
|
2015
Q1 | $544K | Sell |
10,405
-4,499
| -30% | -$235K | 0.28% | 60 |
|
|
2014
Q4 | $505K | Buy |
+14,904
| New | +$505K | 0.23% | 36 |
|