Archford Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,463
| Closed | -$46K | – | 542 |
|
|
2018
Q3 | $46K | Hold |
2,463
| – | – | 0.02% | 301 |
|
|
2018
Q2 | $47K | Hold |
2,463
| – | – | 0.02% | 300 |
|
|
2018
Q1 | $50K | Buy |
+2,463
| New | +$50K | 0.02% | 209 |
|
|
2017
Q2 | – | Sell |
-4,926
| Closed | -$94K | – | 647 |
|
|
2017
Q1 | $94K | Hold |
4,926
| – | – | 0.04% | 245 |
|
|
2016
Q4 | $94K | Buy |
+4,926
| New | +$94K | 0.04% | 212 |
|