M&R Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $580K | Sell |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $2.15M | Sell |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.4M | Sell |
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|
2021
Q1 | $2.3M | Sell |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.38M | Sell |
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|
2020
Q2 | $2.32M | Sell |
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|
2020
Q1 | $2.56M | Hold |
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|
2019
Q4 | $2.6M | Hold |
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|
2019
Q3 | $2.66M | Sell |
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|
2019
Q2 | $2.65M | Sell |
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|
2019
Q1 | $2.51M | Sell |
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|
2018
Q4 | $2.39M | Sell |
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|
2018
Q3 | $2.87M | Sell |
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|
2018
Q2 | $2.98M | Sell |
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|
2018
Q1 | $3.08M | Sell |
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|
2017
Q4 | $3.21M | Sell |
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|
2017
Q3 | $3.25M | Hold |
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|
2017
Q2 | $3.2M | Sell |
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|
2017
Q1 | $3.23M | Sell |
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|
2016
Q4 | $3.27M | Buy |
|