Rockbridge Investment Management’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-55
| Closed | -$5.49K | – | 428 |
|
|
2022
Q2 | $5.49K | Hold |
55
| – | – | ﹤0.01% | 440 |
|
|
2022
Q1 | $5.63K | Sell |
55
-915
| -94% | -$93.6K | ﹤0.01% | 599 |
|
|
2021
Q4 | $115K | Hold |
970
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $107K | Hold |
970
| – | – | 0.02% | 221 |
|
|
2021
Q2 | $88K | Hold |
970
| – | – | 0.01% | 244 |
|
|
2021
Q1 | $81K | Buy |
970
+55
| +6% | +$4.59K | 0.02% | 238 |
|
|
2020
Q4 | $74K | Hold |
915
| – | – | 0.02% | 239 |
|
|
2020
Q3 | $60K | Buy |
+915
| New | +$60K | 0.01% | 249 |
|