Aviance Capital Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-17,644
| Closed | -$306K | – | 349 |
|
2024
Q4 | $306K | Buy |
17,644
+1,889
| +12% | +$32.7K | 0.04% | 260 |
|
2024
Q3 | $278K | Sell |
15,755
-4,072
| -21% | -$71.9K | 0.04% | 279 |
|
2024
Q2 | $324K | Buy |
19,827
+151
| +0.8% | +$2.46K | 0.05% | 251 |
|
2024
Q1 | $324K | Sell |
19,676
-1,066
| -5% | -$17.6K | 0.05% | 250 |
|
2023
Q4 | $331K | Sell |
20,742
-1,594
| -7% | -$25.5K | 0.07% | 200 |
|
2023
Q3 | $336K | Buy |
+22,336
| New | +$336K | 0.08% | 196 |
|