LRI Investments’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
-1,588
Closed -$27.5K 1263
2024
Q4
$27.5K Hold
1,588
﹤0.01% 618
2024
Q3
$27.5K Buy
+1,588
New +$27.5K ﹤0.01% 602