Advisor Group’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $208K | Buy |
10,400
+1,752
| +20% | +$35K | ﹤0.01% | 2363 |
|
|
2019
Q3 | $177K | Sell |
8,648
-210
| -2% | -$4.3K | ﹤0.01% | 2410 |
|
|
2019
Q2 | $178K | Buy |
8,858
+8,148
| +1,148% | +$164K | ﹤0.01% | 2404 |
|
|
2019
Q1 | $14K | Hold |
710
| – | – | ﹤0.01% | 4190 |
|
|
2018
Q4 | $13K | Hold |
710
| – | – | ﹤0.01% | 4064 |
|
|
2018
Q3 | $13K | Buy |
710
+210
| +42% | +$3.85K | ﹤0.01% | 4137 |
|
|
2018
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 4135 |
|
|
2018
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 4092 |
|
|
2017
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 4101 |
|
|
2017
Q3 | $10K | Sell |
500
-709
| -59% | -$14.2K | ﹤0.01% | 3984 |
|
|
2017
Q2 | $24K | Sell |
1,209
-391
| -24% | -$7.76K | ﹤0.01% | 3391 |
|
|
2017
Q1 | $31K | Buy |
1,600
+1,100
| +220% | +$21.3K | ﹤0.01% | 3063 |
|
|
2016
Q4 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 3635 |
|