Gill Capital Partners’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 |
-14,977
| Closed | -$260K | – | 145 |
|
|
2024
Q4 | $260K | Sell |
14,977
-18
| -0.1% | -$312 | 0.09% | 107 |
|
|
2024
Q3 | $265K | Sell |
14,995
-516
| -3% | -$9.11K | 0.09% | 99 |
|
|
2024
Q2 | $253K | Hold |
15,511
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $251K | Hold |
15,511
| – | – | 0.1% | 98 |
|
|
2023
Q4 | $248K | Sell |
15,511
-287
| -2% | -$4.58K | 0.1% | 97 |
|
|
2023
Q3 | $237K | Hold |
15,798
| – | – | 0.11% | 102 |
|
|
2023
Q2 | $247K | Hold |
15,798
| – | – | 0.1% | 104 |
|
|
2023
Q1 | $251K | Sell |
15,798
-63
| -0.4% | -$1K | 0.11% | 98 |
|
|
2022
Q4 | $240K | Sell |
15,861
-2,629
| -14% | -$39.7K | 0.11% | 97 |
|
|
2022
Q3 | $284K | Sell |
18,490
-130
| -0.7% | -$2K | 0.15% | 83 |
|
|
2022
Q2 | $333K | Hold |
18,620
| – | – | 0.15% | 81 |
|
|
2022
Q1 | $333K | Hold |
18,620
| – | – | 0.15% | 81 |
|
|
2021
Q4 | $418K | Sell |
18,620
-621
| -3% | -$13.9K | 0.18% | 76 |
|
|
2021
Q3 | $404K | Hold |
19,241
| – | – | 0.18% | 73 |
|
|
2021
Q2 | $417K | Sell |
19,241
-2,616
| -12% | -$56.7K | 0.2% | 72 |
|
|
2021
Q1 | $447K | Buy |
21,857
+500
| +2% | +$10.2K | 0.23% | 64 |
|
|
2020
Q4 | $456K | Sell |
21,357
-1,126
| -5% | -$24K | 0.27% | 56 |
|
|
2020
Q3 | $455K | Buy |
22,483
+1
| +0% | +$20 | 0.29% | 48 |
|
|
2020
Q2 | $442K | Sell |
22,482
-546
| -2% | -$10.7K | 0.3% | 49 |
|
|
2020
Q1 | $455K | Buy |
+23,028
| New | +$455K | 0.33% | 45 |
|
|
2018
Q4 | $580K | Buy |
+28,710
| New | +$580K | 0.41% | 44 |
|