Montag & Associates’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-819
| Closed | -$82K | – | 849 |
|
|
2022
Q1 | $82K | Hold |
819
| – | – | ﹤0.01% | 492 |
|
|
2021
Q4 | $97K | Buy |
+819
| New | +$97K | ﹤0.01% | 487 |
|
|
2021
Q3 | – | Sell |
-819
| Closed | -$74K | – | 886 |
|
|
2021
Q2 | $74K | Sell |
819
-281
| -26% | -$25.4K | ﹤0.01% | 501 |
|
|
2021
Q1 | $92K | Hold |
1,100
| – | – | 0.01% | 480 |
|
|
2020
Q4 | $90K | Buy |
+1,100
| New | +$90K | 0.01% | 467 |
|