Dakota Wealth Management’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 |
-11,850
| Closed | -$205K | – | 813 |
|
|
2024
Q4 | $205K | Hold |
11,850
| – | – | ﹤0.01% | 703 |
|
|
2024
Q3 | $209K | Hold |
11,850
| – | – | ﹤0.01% | 669 |
|
|
2024
Q2 | $193K | Hold |
11,850
| – | – | ﹤0.01% | 669 |
|
|
2024
Q1 | $195K | Hold |
11,850
| – | – | ﹤0.01% | 673 |
|
|
2023
Q4 | $189K | Hold |
11,850
| – | – | 0.01% | 612 |
|
|
2023
Q3 | $178K | Buy |
+11,850
| New | +$178K | 0.01% | 609 |
|