Mackenzie Financial’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.92M | Buy |
48,505
+5,461
| +13% | +$328K | ﹤0.01% | 701 |
|
2025
Q1 | $3.84M | Buy |
43,044
+1,785
| +4% | +$159K | 0.01% | 629 |
|
2024
Q4 | $3.2M | Sell |
41,259
-1,162
| -3% | -$90.1K | ﹤0.01% | 653 |
|
2024
Q3 | $3.73M | Sell |
42,421
-11,137
| -21% | -$980K | 0.01% | 603 |
|
2024
Q2 | $4.89M | Sell |
53,558
-40,489
| -43% | -$3.69M | 0.01% | 555 |
|
2024
Q1 | $10.3M | Buy |
94,047
+22,117
| +31% | +$2.42M | 0.01% | 433 |
|
2023
Q4 | $8.43M | Buy |
71,930
+34,010
| +90% | +$3.99M | 0.01% | 458 |
|
2023
Q3 | $3.64M | Buy |
37,920
+100
| +0.3% | +$9.59K | 0.01% | 597 |
|
2023
Q2 | $4.52M | Buy |
37,820
+7,007
| +23% | +$838K | 0.01% | 575 |
|
2023
Q1 | $3.75M | Sell |
30,813
-12,147
| -28% | -$1.48M | 0.01% | 607 |
|
2022
Q4 | $4.88M | Buy |
42,960
+11,766
| +38% | +$1.34M | 0.01% | 520 |
|
2022
Q3 | $3.19M | Buy |
31,194
+23,197
| +290% | +$2.37M | 0.01% | 598 |
|
2022
Q2 | $798K | Buy |
7,997
+2,584
| +48% | +$258K | ﹤0.01% | 868 |
|
2022
Q1 | $544K | Buy |
5,413
+138
| +3% | +$13.9K | ﹤0.01% | 974 |
|
2021
Q4 | $623K | Sell |
5,275
-4
| -0.1% | -$472 | ﹤0.01% | 968 |
|
2021
Q3 | $585K | Buy |
5,279
+2,379
| +82% | +$264K | ﹤0.01% | 976 |
|
2021
Q2 | $262K | Buy |
+2,900
| New | +$262K | ﹤0.01% | 1094 |
|
2020
Q1 | – | Sell |
-4,950
| Closed | -$426K | – | 1141 |
|
2019
Q4 | $426K | Sell |
4,950
-373,440
| -99% | -$32.1M | ﹤0.01% | 890 |
|
2019
Q3 | $37.3M | Buy |
378,390
+263,937
| +231% | +$26M | 0.1% | 186 |
|
2019
Q2 | $14M | Sell |
114,453
-19,164
| -14% | -$2.34M | 0.04% | 276 |
|
2019
Q1 | $16.5M | Sell |
133,617
-4,970
| -4% | -$615K | 0.04% | 294 |
|
2018
Q4 | $12.9M | Buy |
138,587
+30,850
| +29% | +$2.88M | 0.03% | 317 |
|
2018
Q3 | $12.7M | Buy |
107,737
+32,513
| +43% | +$3.84M | 0.03% | 297 |
|
2018
Q2 | $7.17M | Sell |
75,224
-400
| -0.5% | -$38.1K | 0.02% | 377 |
|
2018
Q1 | $5.26M | Sell |
75,624
-200
| -0.3% | -$13.9K | 0.01% | 426 |
|
2017
Q4 | $4.35M | Sell |
75,824
-200
| -0.3% | -$11.5K | 0.01% | 448 |
|
2017
Q3 | $3.35M | Hold |
76,024
| – | – | 0.02% | 353 |
|
2017
Q2 | $2.7M | Hold |
76,024
| – | – | 0.02% | 354 |
|
2017
Q1 | $3.37M | Buy |
76,024
+19,322
| +34% | +$857K | 0.02% | 339 |
|
2016
Q4 | $2.01M | Sell |
56,702
-200
| -0.4% | -$7.1K | 0.01% | 380 |
|
2016
Q3 | $2.07M | Sell |
56,902
-4,400
| -7% | -$160K | 0.01% | 324 |
|
2016
Q2 | $2.37M | Buy |
+61,302
| New | +$2.37M | 0.01% | 406 |
|
2015
Q1 | – | Sell |
-142,300
| Closed | -$2.41M | – | 783 |
|
2014
Q4 | $2.41M | Sell |
142,300
-12,500
| -8% | -$212K | 0.01% | 391 |
|
2014
Q3 | $2.12M | Buy |
154,800
+34,800
| +29% | +$476K | 0.01% | 384 |
|
2014
Q2 | $1.98M | Hold |
120,000
| – | – | 0.01% | 408 |
|
2014
Q1 | $1.86M | Buy |
+120,000
| New | +$1.86M | 0.01% | 401 |
|