SLWA

San Luis Wealth Advisors’s Insperity NSP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,426	Closed	-$237K	–	72
2023 Q3	$237K	Sell	2,426 -2,077	-46%	-$203K	0.11%	62
2023 Q2	$536K	Buy	+4,503	New	+$536K	0.19%	111