MWPCG
Measured Wealth Private Client Group’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,631
| Closed | -$313K | – | 180 |
|
|
2023
Q2 | $313K | Sell |
2,631
-275
| -9% | -$32.7K | 0.12% | 133 |
|
|
2023
Q1 | $353K | Buy |
+2,906
| New | +$353K | 0.14% | 115 |
|
|
2018
Q4 | – | Sell |
-52
| Closed | -$6K | – | 491 |
|
|
2018
Q3 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 674 |
|