Valeo Financial Advisors’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-25
| Closed | -$2K | – | 1269 |
|
|
2021
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1717 |
|
|
2020
Q3 | – | Sell |
-373
| Closed | -$24K | – | 1891 |
|
|
2020
Q2 | $24K | Hold |
373
| – | – | ﹤0.01% | 938 |
|
|
2020
Q1 | $15K | Sell |
373
-4
| -1% | -$161 | ﹤0.01% | 923 |
|
|
2019
Q4 | $32K | Sell |
377
-21
| -5% | -$1.78K | ﹤0.01% | 784 |
|
|
2019
Q3 | $39K | Hold |
398
| – | – | ﹤0.01% | 674 |
|
|
2019
Q2 | $49K | Buy |
+398
| New | +$49K | 0.01% | 603 |
|