Sutton Wealth Advisors’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.7K | Hold |
110
| – | – | 0.01% | 456 |
|
|
2023
Q2 | $13.1K | Buy |
110
+25
| +29% | +$2.97K | 0.01% | 418 |
|
|
2023
Q1 | $10.3K | Buy |
85
+2
| +2% | +$243 | 0.01% | 416 |
|
|
2022
Q4 | $9.43K | Buy |
83
+18
| +28% | +$2.05K | ﹤0.01% | 965 |
|
|
2022
Q3 | $6.64K | Buy |
65
+62
| +2,067% | +$6.33K | ﹤0.01% | 1007 |
|
|
2022
Q2 | $299 | Buy |
+3
| New | +$299 | ﹤0.01% | 1540 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$472 | – | 1686 |
|
|
2021
Q4 | $472 | Buy |
+4
| New | +$472 | ﹤0.01% | 1541 |
|
|
2018
Q4 | – | Sell |
-456
| Closed | -$53.8K | – | 1176 |
|
|
2018
Q3 | $53.8K | Hold |
456
| – | – | 0.04% | 277 |
|
|
2018
Q2 | $43.4K | Hold |
456
| – | – | 0.03% | 323 |
|
|
2018
Q1 | $31.7K | Hold |
456
| – | – | 0.02% | 400 |
|
|
2017
Q4 | $26.2K | Hold |
456
| – | – | 0.02% | 459 |
|
|
2017
Q3 | $20.1K | Hold |
456
| – | – | 0.02% | 545 |
|
|
2017
Q2 | $16.2K | Hold |
456
| – | – | 0.01% | 601 |
|
|
2017
Q1 | $20.2K | Hold |
456
| – | – | 0.02% | 515 |
|
|
2016
Q4 | $16.2K | Hold |
456
| – | – | 0.01% | 559 |
|
|
2016
Q3 | $16.6K | Hold |
456
| – | – | 0.02% | 516 |
|
|
2016
Q2 | $17.6K | Hold |
456
| – | – | 0.02% | 481 |
|
|
2016
Q1 | $11.8K | Buy |
+456
| New | +$11.8K | 0.01% | 566 |
|