Mount Yale Investment Advisors’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
+1,710
| New | +$103K | 0.01% | 653 |
|
|
2024
Q2 | – | Sell |
-1,835
| Closed | -$201K | – | 559 |
|
|
2024
Q1 | $201K | Buy |
+1,835
| New | +$201K | 0.02% | 515 |
|
|
2023
Q4 | – | Sell |
-2,335
| Closed | -$228K | – | 528 |
|
|
2023
Q3 | $228K | Sell |
2,335
-188
| -7% | -$18.3K | 0.02% | 451 |
|
|
2023
Q2 | $300K | Buy |
2,523
+869
| +53% | +$103K | 0.03% | 390 |
|
|
2023
Q1 | $201K | Buy |
+1,654
| New | +$201K | 0.02% | 462 |
|
|
2018
Q4 | – | Sell |
-105
| Closed | -$12K | – | 613 |
|
|
2018
Q3 | $12K | Buy |
105
+90
| +600% | +$10.3K | ﹤0.01% | 840 |
|
|
2018
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 921 |
|