Creative Planning
INSI

Creative Planning’s Insight Select Income Fund INSI Stock Holding History

Creative Planning’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
Q3 		– Sell
-322
Closed -$6K – 3711
2017
Q2 		$6K Hold
322
– – ﹤0.01% 3874
2017
Q1 		$6K Hold
322
– – ﹤0.01% 3842
2016
Q4 		$6K Buy
+322
New +$6K ﹤0.01% 3805