IFP Advisors’s Insight Select Income Fund INSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-222
| Closed | -$3.34K | – | 3392 |
|
|
2023
Q3 | $3.34K | Hold |
222
| – | – | ﹤0.01% | 2668 |
|
|
2023
Q2 | $3.47K | Hold |
222
| – | – | ﹤0.01% | 2666 |
|
|
2023
Q1 | $4.08K | Hold |
222
| – | – | ﹤0.01% | 2652 |
|
|
2022
Q4 | $4K | Hold |
222
| – | – | ﹤0.01% | 3954 |
|
|
2022
Q3 | $4K | Hold |
222
| – | – | ﹤0.01% | 4172 |
|
|
2022
Q2 | $4K | Hold |
222
| – | – | ﹤0.01% | 3933 |
|
|
2022
Q1 | $4K | Buy |
+222
| New | +$4K | ﹤0.01% | 3933 |
|
|
2019
Q1 | – | Sell |
-550
| Closed | -$10K | – | 3510 |
|
|
2018
Q4 | $10K | Hold |
550
| – | – | ﹤0.01% | 2495 |
|
|
2018
Q3 | $10K | Hold |
550
| – | – | ﹤0.01% | 2838 |
|
|
2018
Q2 | $10K | Hold |
550
| – | – | ﹤0.01% | 2874 |
|
|
2018
Q1 | $11K | Hold |
550
| – | – | ﹤0.01% | 2754 |
|
|
2017
Q4 | $11K | Sell |
550
-645
| -54% | -$12.9K | ﹤0.01% | 2750 |
|
|
2017
Q3 | $24K | Hold |
1,195
| – | – | ﹤0.01% | 2465 |
|
|
2017
Q2 | $24K | Hold |
1,195
| – | – | ﹤0.01% | 2458 |
|
|
2017
Q1 | $23K | Hold |
1,195
| – | – | ﹤0.01% | 2394 |
|
|
2016
Q4 | $23K | Buy |
+1,195
| New | +$23K | ﹤0.01% | 2349 |
|