Sageworth Trust’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-41
| Closed | -$4.98K | – | 318 |
|
2023
Q1 | $4.98K | Hold |
41
| – | – | ﹤0.01% | 384 |
|
2022
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 257 |
|
2022
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 271 |
|
2022
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 303 |
|
2022
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 275 |
|
2021
Q4 | $5K | Sell |
41
-139
| -77% | -$17K | ﹤0.01% | 401 |
|
2021
Q3 | $20K | Hold |
180
| – | – | ﹤0.01% | 368 |
|
2021
Q2 | $16K | Buy |
+180
| New | +$16K | ﹤0.01% | 458 |
|