NewEdge 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 | $4.2K | Sell |
70
-17
| -20% | -$1.02K | ﹤0.01% | 3454 |
|
2025
Q1 | $7.74K | Sell |
87
-78
| -47% | -$6.94K | ﹤0.01% | 3183 |
|
2024
Q4 | $12.8K | Sell |
165
-39
| -19% | -$3.03K | ﹤0.01% | 2954 |
|
2024
Q3 | $17.9K | Hold |
204
| – | – | ﹤0.01% | 2749 |
|
2024
Q2 | $18.6K | Sell |
204
-718
| -78% | -$65.3K | ﹤0.01% | 2651 |
|
2024
Q1 | $101K | Sell |
922
-151
| -14% | -$16.6K | ﹤0.01% | 2062 |
|
2023
Q4 | $126K | Buy |
1,073
+184
| +21% | +$21.6K | ﹤0.01% | 1871 |
|
2023
Q3 | $86.7K | Sell |
889
-7,397
| -89% | -$722K | ﹤0.01% | 1890 |
|
2023
Q2 | $986K | Sell |
8,286
-4,102
| -33% | -$488K | 0.01% | 876 |
|
2023
Q1 | $1.51M | Sell |
12,388
-1,976
| -14% | -$240K | 0.02% | 622 |
|
2022
Q4 | $167K | Buy |
14,364
+1,220
| +9% | +$14.2K | ﹤0.01% | 1246 |
|
2022
Q3 | $1.34M | Buy |
+13,144
| New | +$1.34M | 0.02% | 542 |
|
2021
Q4 | – | Sell |
-2,152
| Closed | -$238K | – | 1680 |
|
2021
Q3 | $238K | Buy |
+2,152
| New | +$238K | 0.01% | 980 |
|
2021
Q1 | – | Sell |
-4,945
| Closed | -$403K | – | 1086 |
|
2020
Q4 | $403K | Buy |
+4,945
| New | +$403K | 0.01% | 686 |
|