One Wealth Advisors’s Insight Enterprises NSIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,379
| Closed | -$297K | – | 279 |
|
|
2024
Q3 | $297K | Buy |
1,379
+62
| +5% | +$13.4K | 0.05% | 203 |
|
|
2024
Q2 | $247K | Buy |
1,317
+120
| +10% | +$22.5K | 0.05% | 190 |
|
|
2024
Q1 | $222K | Sell |
1,197
-34
| -3% | -$6.31K | 0.04% | 228 |
|
|
2023
Q4 | $218K | Buy |
+1,231
| New | +$218K | 0.04% | 196 |
|
|
2023
Q1 | – | Sell |
-1,329
| Closed | -$133K | – | 464 |
|
|
2022
Q4 | $133K | Buy |
+1,329
| New | +$133K | 0.03% | 252 |
|