Sheets Smith Wealth Management’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,993
| Closed | -$488K | – | 313 |
|
|
2019
Q2 | $488K | Buy |
+3,993
| New | +$488K | 0.1% | 208 |
|
|
2018
Q4 | – | Sell |
-4,766
| Closed | -$562K | – | 306 |
|
|
2018
Q3 | $562K | Buy |
4,766
+141
| +3% | +$16.6K | 0.12% | 198 |
|
|
2018
Q2 | $441K | Buy |
+4,625
| New | +$441K | 0.1% | 210 |
|
|
2017
Q2 | – | Sell |
-6,512
| Closed | -$289K | – | 307 |
|
|
2017
Q1 | $289K | Sell |
6,512
-13,068
| -67% | -$580K | 0.08% | 239 |
|
|
2016
Q4 | $695K | Sell |
19,580
-1,260
| -6% | -$44.7K | 0.2% | 143 |
|
|
2016
Q3 | $757K | Sell |
20,840
-1,038
| -5% | -$37.7K | 0.21% | 145 |
|
|
2016
Q2 | $845K | Buy |
+21,878
| New | +$845K | 0.25% | 134 |
|