LPL Financial’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 |
-10,529
| Closed | -$182K | – | 5389 |
|
|
2024
Q4 | $182K | Sell |
10,529
-130
| -1% | -$2.25K | ﹤0.01% | 4726 |
|
|
2024
Q3 | $188K | Buy |
10,659
+603
| +6% | +$10.6K | ﹤0.01% | 4647 |
|
|
2024
Q2 | $164K | Sell |
10,056
-1,647
| -14% | -$26.9K | ﹤0.01% | 4529 |
|
|
2024
Q1 | $193K | Hold |
11,703
| – | – | ﹤0.01% | 4446 |
|
|
2023
Q4 | $187K | Sell |
11,703
-2,275
| -16% | -$36.3K | ﹤0.01% | 4349 |
|
|
2023
Q3 | $210K | Buy |
13,978
+13
| +0.1% | +$195 | ﹤0.01% | 4141 |
|
|
2023
Q2 | $218K | Buy |
13,965
+1,216
| +10% | +$19K | ﹤0.01% | 4042 |
|
|
2023
Q1 | $202K | Buy |
12,749
+2,054
| +19% | +$32.6K | ﹤0.01% | 4009 |
|
|
2022
Q4 | $162K | Buy |
10,695
+34
| +0.3% | +$514 | ﹤0.01% | 4022 |
|
|
2022
Q3 | $164K | Buy |
10,661
+639
| +6% | +$9.83K | ﹤0.01% | 3974 |
|
|
2022
Q2 | $161K | Sell |
10,022
-4,902
| -33% | -$78.7K | ﹤0.01% | 3982 |
|
|
2022
Q1 | $267K | Sell |
14,924
-4,900
| -25% | -$87.7K | ﹤0.01% | 3640 |
|
|
2021
Q4 | $445K | Sell |
19,824
-825
| -4% | -$18.5K | ﹤0.01% | 3369 |
|
|
2021
Q3 | $433K | Buy |
20,649
+2,357
| +13% | +$49.4K | ﹤0.01% | 3336 |
|
|
2021
Q2 | $396K | Sell |
18,292
-285
| -2% | -$6.17K | ﹤0.01% | 3348 |
|
|
2021
Q1 | $380K | Hold |
18,577
| – | – | ﹤0.01% | 3261 |
|
|
2020
Q4 | $397K | Sell |
18,577
-406
| -2% | -$8.68K | ﹤0.01% | 2953 |
|
|
2020
Q3 | $384K | Sell |
18,983
-1,387
| -7% | -$28.1K | ﹤0.01% | 2685 |
|
|
2020
Q2 | $400K | Sell |
20,370
-2
| -0% | -$39 | ﹤0.01% | 2583 |
|
|
2020
Q1 | $402K | Buy |
20,372
+6,400
| +46% | +$126K | ﹤0.01% | 2244 |
|
|
2019
Q4 | $280K | Buy |
13,972
+165
| +1% | +$3.31K | ﹤0.01% | 2822 |
|
|
2019
Q3 | $283K | Hold |
13,807
| – | – | ﹤0.01% | 2722 |
|
|
2019
Q2 | $278K | Sell |
13,807
-866
| -6% | -$17.4K | ﹤0.01% | 2751 |
|
|
2019
Q1 | $282K | Sell |
14,673
-376
| -2% | -$7.23K | ﹤0.01% | 2686 |
|
|
2018
Q4 | $262K | Sell |
15,049
-2,556
| -15% | -$44.5K | ﹤0.01% | 2561 |
|
|
2018
Q3 | $328K | Buy |
17,605
+103
| +0.6% | +$1.92K | ﹤0.01% | 2593 |
|
|
2018
Q2 | $331K | Buy |
17,502
+170
| +1% | +$3.22K | ﹤0.01% | 2547 |
|
|
2018
Q1 | $336K | Buy |
17,332
+3,326
| +24% | +$64.5K | ﹤0.01% | 2491 |
|
|
2017
Q4 | $279K | Buy |
14,006
+2,961
| +27% | +$59K | ﹤0.01% | 2543 |
|
|
2017
Q3 | $222K | Buy |
11,045
+239
| +2% | +$4.8K | ﹤0.01% | 2579 |
|
|
2017
Q2 | $214K | Buy |
10,806
+262
| +2% | +$5.19K | ﹤0.01% | 2531 |
|
|
2017
Q1 | $202K | Sell |
10,544
-271
| -3% | -$5.19K | ﹤0.01% | 2488 |
|
|
2016
Q4 | $205K | Buy |
+10,815
| New | +$205K | ﹤0.01% | 2467 |
|