Baird Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-23,000
| Closed | -$399K | – | 1850 |
|
2024
Q4 | $399K | Buy |
23,000
+2,500
| +12% | +$43.3K | ﹤0.01% | 1456 |
|
2024
Q3 | $362K | Sell |
20,500
-50
| -0.2% | -$882 | ﹤0.01% | 1486 |
|
2024
Q2 | $335K | Buy |
20,550
+1,000
| +5% | +$16.3K | ﹤0.01% | 1522 |
|
2024
Q1 | $322K | Buy |
19,550
+7,050
| +56% | +$116K | ﹤0.01% | 1529 |
|
2023
Q4 | $200K | Buy |
+12,500
| New | +$200K | ﹤0.01% | 1644 |
|