Stratos Wealth Partners’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,790
| Closed | -$246K | – | 1513 |
|
|
2024
Q3 | $246K | Buy |
+2,790
| New | +$246K | ﹤0.01% | 1240 |
|
|
2024
Q2 | – | Sell |
-3,039
| Closed | -$333K | – | 1427 |
|
|
2024
Q1 | $333K | Buy |
+3,039
| New | +$333K | 0.01% | 1061 |
|
|
2019
Q3 | – | Sell |
-2,403
| Closed | -$293K | – | 987 |
|
|
2019
Q2 | $293K | Buy |
2,403
+79
| +3% | +$9.63K | 0.01% | 746 |
|
|
2019
Q1 | $287K | Buy |
+2,324
| New | +$287K | 0.01% | 733 |
|
|
2018
Q4 | – | Sell |
-6,222
| Closed | -$734K | – | 1917 |
|
|
2018
Q3 | $734K | Sell |
6,222
-41
| -0.7% | -$4.84K | 0.03% | 410 |
|
|
2018
Q2 | $597K | Buy |
+6,263
| New | +$597K | 0.03% | 511 |
|