Commonwealth Equity Services’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 |
-20,949
| Closed | -$363K | – | 4321 |
|
|
2024
Q4 | $363K | Buy |
20,949
+163
| +0.8% | +$2.82K | ﹤0.01% | 3243 |
|
|
2024
Q3 | $367K | Sell |
20,786
-85
| -0.4% | -$1.5K | ﹤0.01% | 3172 |
|
|
2024
Q2 | $341K | Hold |
20,871
| – | – | ﹤0.01% | 3188 |
|
|
2024
Q1 | $344K | Buy |
20,871
+37
| +0.2% | +$610 | ﹤0.01% | 3148 |
|
|
2023
Q4 | $333K | Sell |
20,834
-59
| -0.3% | -$943 | ﹤0.01% | 3095 |
|
|
2023
Q3 | $314K | Hold |
20,893
| – | – | ﹤0.01% | 2991 |
|
|
2023
Q2 | $327K | Hold |
20,893
| – | – | ﹤0.01% | 2972 |
|
|
2023
Q1 | $331 | Sell |
20,893
-4
| -0% | – | ﹤0.01% | 2889 |
|
|
2022
Q4 | $315K | Sell |
20,897
-146
| -0.7% | -$2.2K | ﹤0.01% | 2830 |
|
|
2022
Q3 | $323K | Sell |
21,043
-480
| -2% | -$7.37K | ﹤0.01% | 2762 |
|
|
2022
Q2 | $345K | Buy |
21,523
+209
| +1% | +$3.35K | ﹤0.01% | 2715 |
|
|
2022
Q1 | $380K | Sell |
21,314
-600
| -3% | -$10.7K | ﹤0.01% | 2762 |
|
|
2021
Q4 | $492K | Sell |
21,914
-1,728
| -7% | -$38.8K | ﹤0.01% | 2530 |
|
|
2021
Q3 | $496K | Buy |
23,642
+2
| +0% | +$42 | ﹤0.01% | 2478 |
|
|
2021
Q2 | $512K | Sell |
23,640
-321
| -1% | -$6.95K | ﹤0.01% | 2448 |
|
|
2021
Q1 | $490K | Sell |
23,961
-199
| -0.8% | -$4.07K | ﹤0.01% | 2349 |
|
|
2020
Q4 | $516K | Sell |
24,160
-1,297
| -5% | -$27.7K | ﹤0.01% | 2132 |
|
|
2020
Q3 | $515K | Sell |
25,457
-72
| -0.3% | -$1.46K | ﹤0.01% | 1943 |
|
|
2020
Q2 | $501K | Buy |
25,529
+1,444
| +6% | +$28.3K | ﹤0.01% | 1885 |
|
|
2020
Q1 | $475K | Sell |
24,085
-2,295
| -9% | -$45.3K | ﹤0.01% | 1729 |
|
|
2019
Q4 | $528K | Buy |
26,380
+48
| +0.2% | +$961 | ﹤0.01% | 1874 |
|
|
2019
Q3 | $539K | Buy |
26,332
+15
| +0.1% | +$307 | ﹤0.01% | 1771 |
|
|
2019
Q2 | $530K | Buy |
26,317
+399
| +2% | +$8.04K | ﹤0.01% | 1756 |
|
|
2019
Q1 | $498K | Sell |
25,918
-659
| -2% | -$12.7K | ﹤0.01% | 1759 |
|
|
2018
Q4 | $462K | Sell |
26,577
-1,275
| -5% | -$22.2K | ﹤0.01% | 1699 |
|
|
2018
Q3 | $518K | Buy |
27,852
+15
| +0.1% | +$279 | ﹤0.01% | 1771 |
|
|
2018
Q2 | $527K | Sell |
27,837
-175
| -0.6% | -$3.31K | ﹤0.01% | 1704 |
|
|
2018
Q1 | $542K | Buy |
28,012
+31
| +0.1% | +$600 | ﹤0.01% | 1669 |
|
|
2017
Q4 | $557K | Buy |
27,981
+14
| +0.1% | +$279 | ﹤0.01% | 1613 |
|
|
2017
Q3 | $562K | Sell |
27,967
-3,004
| -10% | -$60.4K | ﹤0.01% | 1532 |
|
|
2017
Q2 | $612K | Sell |
30,971
-1,336
| -4% | -$26.4K | ﹤0.01% | 1433 |
|
|
2017
Q1 | $619K | Sell |
32,307
-710
| -2% | -$13.6K | ﹤0.01% | 1384 |
|
|
2016
Q4 | $633K | Buy |
+33,017
| New | +$633K | ﹤0.01% | 1274 |
|