Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,295
| Closed | -$174K | – | 1838 |
|
|
2021
Q3 | $174K | Sell |
8,295
-454
| -5% | -$9.52K | 0.03% | 544 |
|
|
2021
Q2 | $189K | Buy |
8,749
+5,821
| +199% | +$126K | 0.02% | 544 |
|
|
2021
Q1 | $59K | Sell |
2,928
-43
| -1% | -$866 | 0.01% | 651 |
|
|
2020
Q4 | $63K | Buy |
+2,971
| New | +$63K | 0.01% | 508 |
|
|
2020
Q2 | – | Sell |
-2,653
| Closed | -$52.4K | – | 1173 |
|
|
2020
Q1 | $52.4K | Hold |
2,653
| – | – | 0.03% | 333 |
|
|
2019
Q4 | $54.7K | Buy |
+2,653
| New | +$54.7K | 0.03% | 304 |
|