Pathstone Family Office’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $556K | Sell |
5,701
-87
| -2% | -$8.49K | ﹤0.01% | 989 |
|
|
2023
Q2 | $714K | Hold |
5,788
| – | – | 0.01% | 599 |
|
|
2023
Q1 | $705K | Sell |
5,788
-8,062
| -58% | -$982K | 0.01% | 557 |
|
|
2022
Q4 | $1.44M | Buy |
13,850
+475
| +4% | +$49.4K | 0.01% | 605 |
|
|
2022
Q3 | $1.37M | Buy |
13,375
+9,949
| +290% | +$1.02M | 0.01% | 591 |
|
|
2022
Q2 | $342K | Buy |
3,426
+36
| +1% | +$3.59K | 0.01% | 727 |
|
|
2022
Q1 | $475K | Sell |
3,390
-579
| -15% | -$81.1K | 0.01% | 570 |
|
|
2021
Q4 | $469K | Buy |
3,969
+1,004
| +34% | +$119K | 0.01% | 577 |
|
|
2021
Q3 | $328K | Buy |
2,965
+700
| +31% | +$77.4K | 0.01% | 647 |
|
|
2021
Q2 | $205K | Buy |
+2,265
| New | +$205K | 0.01% | 766 |
|
|
2019
Q4 | – | Sell |
-101
| Closed | -$10K | – | 561 |
|
|
2019
Q3 | $10K | Sell |
101
-534
| -84% | -$52.9K | ﹤0.01% | 483 |
|
|
2019
Q2 | $78K | Buy |
635
+102
| +19% | +$12.5K | 0.01% | 274 |
|
|
2019
Q1 | $66K | Buy |
533
+1
| +0.2% | +$124 | 0.01% | 272 |
|
|
2018
Q4 | $50K | Buy |
+532
| New | +$50K | 0.01% | 184 |
|