Carson Wealth (CWM LLC)
INSI

Carson Wealth (CWM LLC)’s Insight Select Income Fund INSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INSI Stock Details INSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-625
Closed -$13K – 1602
2017
Q3 		$13K Hold
625
– – ﹤0.01% 832
2017
Q2 		$12K Hold
625
– – ﹤0.01% 749
2017
Q1 		$12K Hold
625
– – ﹤0.01% 714
2016
Q4 		$12K Buy
+625
New +$12K ﹤0.01% 701