WI
Wintrust Investments’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,348
| Closed | -$411K | – | 366 |
|
|
2020
Q2 | $411K | Sell |
6,348
-1,230
| -16% | -$79.6K | 0.06% | 223 |
|
|
2020
Q1 | $283K | Hold |
7,578
| – | – | 0.05% | 246 |
|
|
2019
Q4 | $652K | Hold |
7,578
| – | – | 0.09% | 172 |
|
|
2019
Q3 | $747K | Sell |
7,578
-504
| -6% | -$49.7K | 0.11% | 147 |
|
|
2019
Q2 | $987K | Sell |
8,082
-230
| -3% | -$28.1K | 0.15% | 121 |
|
|
2019
Q1 | $1.03M | Hold |
8,312
| – | – | 0.17% | 116 |
|
|
2018
Q4 | $776K | Sell |
8,312
-158
| -2% | -$14.8K | 0.15% | 129 |
|
|
2018
Q3 | $999K | Hold |
8,470
| – | – | 0.16% | 120 |
|
|
2018
Q2 | $807K | Buy |
+8,470
| New | +$807K | 0.14% | 144 |
|