Pinnacle Wealth Planning Services’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 |
-1,632
| Closed | -$352K | – | 509 |
|
|
2024
Q3 | $352K | Buy |
1,632
+3
| +0.2% | +$646 | 0.05% | 255 |
|
|
2024
Q2 | $323K | Hold |
1,629
| – | – | 0.05% | 272 |
|
|
2024
Q1 | $302K | Hold |
1,629
| – | – | 0.04% | 293 |
|
|
2023
Q4 | $289K | Hold |
1,629
| – | – | 0.05% | 281 |
|
|
2023
Q3 | $237K | Hold |
1,629
| – | – | 0.04% | 312 |
|
|
2023
Q2 | $238K | Buy |
1,629
+13
| +0.8% | +$1.9K | 0.04% | 319 |
|
|
2023
Q1 | $231K | Buy |
+1,616
| New | +$231K | 0.04% | 334 |
|
|
2021
Q1 | – | Sell |
-424
| Closed | -$32K | – | 1394 |
|
|
2020
Q4 | $32K | Buy |
+424
| New | +$32K | 0.01% | 975 |
|