LPL Financial’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $182K | Sell |
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|
2024
Q3 | $188K | Buy |
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|
2024
Q2 | $164K | Sell |
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|
2024
Q1 | $193K | Hold |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $162K | Buy |
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|
2022
Q3 | $164K | Buy |
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|
2022
Q2 | $161K | Sell |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $445K | Sell |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $396K | Sell |
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|
2021
Q1 | $380K | Hold |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $402K | Buy |
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|
2019
Q4 | $280K | Buy |
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|
2019
Q3 | $283K | Hold |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $282K | Sell |
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|
2018
Q4 | $262K | Sell |
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|
2018
Q3 | $328K | Buy |
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|
2018
Q2 | $331K | Buy |
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|
2018
Q1 | $336K | Buy |
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|
2017
Q4 | $279K | Buy |
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|
2017
Q3 | $222K | Buy |
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|
2017
Q2 | $214K | Buy |
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|
2017
Q1 | $202K | Sell |
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|
2016
Q4 | $205K | Buy |
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