Ladenburg Thalmann Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $53K | Sell |
2,668
-1,444
| -35% | -$28.7K | ﹤0.01% | 3488 |
|
2019
Q3 | $84K | Buy |
4,112
+626
| +18% | +$12.8K | ﹤0.01% | 3063 |
|
2019
Q2 | $70K | Sell |
3,486
-350
| -9% | -$7.03K | ﹤0.01% | 3232 |
|
2019
Q1 | $74K | Sell |
3,836
-2,410
| -39% | -$46.5K | ﹤0.01% | 3118 |
|
2018
Q4 | $110K | Sell |
6,246
-2,000
| -24% | -$35.2K | ﹤0.01% | 2695 |
|
2018
Q3 | $154K | Hold |
8,246
| – | – | ﹤0.01% | 2516 |
|
2018
Q2 | $159K | Hold |
8,246
| – | – | ﹤0.01% | 2412 |
|
2018
Q1 | $159K | Buy |
8,246
+910
| +12% | +$17.5K | ﹤0.01% | 2412 |
|
2017
Q4 | $146K | Buy |
7,336
+4,574
| +166% | +$91K | ﹤0.01% | 2460 |
|
2017
Q3 | $55K | Hold |
2,762
| – | – | ﹤0.01% | 3013 |
|
2017
Q2 | $54K | Hold |
2,762
| – | – | ﹤0.01% | 2964 |
|
2017
Q1 | $53K | Buy |
2,762
+2,500
| +954% | +$48K | ﹤0.01% | 2869 |
|
2016
Q4 | $5K | Buy |
+262
| New | +$5K | ﹤0.01% | 4252 |
|