OWA
Outlook Wealth Advisors’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,182
| Closed | -$314K | – | 156 |
|
|
2019
Q3 | $314K | Buy |
3,182
+89
| +3% | +$8.78K | 0.19% | 126 |
|
|
2019
Q2 | $378K | Buy |
3,093
+198
| +7% | +$24.2K | 0.25% | 100 |
|
|
2019
Q1 | $358K | Buy |
2,895
+2,358
| +439% | +$292K | 0.29% | 87 |
|
|
2018
Q4 | $501K | Buy |
+537
| New | +$501K | 0.23% | 113 |
|