Pathstone Holdings’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,748
| Closed | -$424K | – | 2248 |
|
|
2025
Q1 | $424K | Sell |
4,748
-1,510
| -24% | -$135K | ﹤0.01% | 1786 |
|
|
2024
Q4 | $485K | Buy |
6,258
+35
| +0.6% | +$2.71K | ﹤0.01% | 1731 |
|
|
2024
Q3 | $548K | Buy |
6,223
+126
| +2% | +$11.1K | ﹤0.01% | 1669 |
|
|
2024
Q2 | $556K | Sell |
6,097
-869
| -12% | -$79.3K | ﹤0.01% | 1630 |
|
|
2024
Q1 | $764K | Sell |
6,966
-210
| -3% | -$23K | ﹤0.01% | 1456 |
|
|
2023
Q4 | $841K | Buy |
+7,176
| New | +$841K | ﹤0.01% | 1167 |
|