Dynamic Advisor Solutions’s Insight Select Income Fund INSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,369
| Closed | -$199K | – | 530 |
|
|
2019
Q1 | $199K | Sell |
10,369
-738
| -7% | -$14.2K | 0.04% | 383 |
|
|
2018
Q4 | $199K | Sell |
11,107
-391
| -3% | -$7.01K | 0.04% | 353 |
|
|
2018
Q3 | $214K | Sell |
11,498
-670
| -6% | -$12.5K | 0.04% | 360 |
|
|
2018
Q2 | $231K | Sell |
12,168
-1,040
| -8% | -$19.7K | 0.05% | 347 |
|
|
2018
Q1 | $256K | Buy |
13,208
+418
| +3% | +$8.1K | 0.07% | 286 |
|
|
2017
Q4 | $255K | Buy |
+12,790
| New | +$255K | 0.08% | 214 |
|