Wealthspire Advisors (Maryland)’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-76
| Closed | -$9K | – | 2527 |
|
|
2018
Q3 | $9K | Sell |
76
-261
| -77% | -$30.9K | ﹤0.01% | 1565 |
|
|
2018
Q2 | $32K | Sell |
337
-1,129
| -77% | -$107K | ﹤0.01% | 1125 |
|
|
2018
Q1 | $102K | Buy |
1,466
+70
| +5% | +$4.87K | 0.01% | 707 |
|
|
2017
Q4 | $80K | Buy |
1,396
+104
| +8% | +$5.96K | 0.01% | 805 |
|
|
2017
Q3 | $57K | Buy |
+1,292
| New | +$57K | 0.01% | 923 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$18K | – | 2249 |
|
|
2017
Q1 | $18K | Buy |
+400
| New | +$18K | ﹤0.01% | 1124 |
|