Shelton Capital Management’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,169
| Closed | -$556K | – | 736 |
|
2024
Q4 | $556K | Hold |
7,169
| – | – | 0.01% | 324 |
|
2024
Q3 | $631K | Sell |
7,169
-113
| -2% | -$9.94K | 0.02% | 310 |
|
2024
Q2 | $664K | Hold |
7,282
| – | – | 0.02% | 295 |
|
2024
Q1 | $798K | Hold |
7,282
| – | – | 0.02% | 287 |
|
2023
Q4 | $854K | Sell |
7,282
-2,560
| -26% | -$300K | 0.03% | 275 |
|
2023
Q3 | $961K | Sell |
9,842
-2,170
| -18% | -$212K | 0.04% | 270 |
|
2023
Q2 | $1.43M | Hold |
12,012
| – | – | 0.05% | 245 |
|
2023
Q1 | $1.46M | Buy |
12,012
+10,110
| +532% | +$1.23M | 0.06% | 220 |
|
2022
Q4 | $216K | Buy |
+1,902
| New | +$216K | 0.02% | 602 |
|
2022
Q1 | – | Sell |
-1,902
| Closed | -$225K | – | 841 |
|
2021
Q4 | $225K | Sell |
1,902
-136
| -7% | -$16.1K | 0.01% | 725 |
|
2021
Q3 | $226K | Buy |
+2,038
| New | +$226K | 0.01% | 704 |
|
2020
Q1 | – | Sell |
-2,527
| Closed | -$217K | – | 763 |
|
2019
Q4 | $217K | Hold |
2,527
| – | – | 0.01% | 713 |
|
2019
Q3 | $249K | Hold |
2,527
| – | – | 0.01% | 617 |
|
2019
Q2 | $309K | Buy |
+2,527
| New | +$309K | 0.02% | 512 |
|
2018
Q4 | – | Sell |
-3,751
| Closed | -$442K | – | 854 |
|
2018
Q3 | $442K | Buy |
3,751
+226
| +6% | +$26.6K | 0.03% | 398 |
|
2018
Q2 | $336K | Sell |
3,525
-187
| -5% | -$17.8K | 0.02% | 506 |
|
2018
Q1 | $258K | Hold |
3,712
| – | – | 0.02% | 632 |
|
2017
Q4 | $213K | Buy |
+3,712
| New | +$213K | 0.01% | 779 |
|