Northwestern Mutual Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-305
| Closed | -$7K | – | 3259 |
|
2021
Q2 | $7K | Buy |
+305
| New | +$7K | ﹤0.01% | 2564 |
|
2020
Q4 | – | Sell |
-350
| Closed | -$7K | – | 2917 |
|
2020
Q3 | $7K | Sell |
350
-167
| -32% | -$3.34K | ﹤0.01% | 2104 |
|
2020
Q2 | $10K | Buy |
517
+167
| +48% | +$3.23K | ﹤0.01% | 1913 |
|
2020
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 2000 |
|
2019
Q4 | $7K | Sell |
350
-754
| -68% | -$15.1K | ﹤0.01% | 2008 |
|
2019
Q3 | $23K | Sell |
1,104
-159
| -13% | -$3.31K | ﹤0.01% | 1701 |
|
2019
Q2 | $25K | Sell |
1,263
-1,545
| -55% | -$30.6K | ﹤0.01% | 1647 |
|
2019
Q1 | $54K | Sell |
2,808
-796
| -22% | -$15.3K | ﹤0.01% | 1324 |
|
2018
Q4 | $63K | Hold |
3,604
| – | – | ﹤0.01% | 1161 |
|
2018
Q3 | $67K | Hold |
3,604
| – | – | ﹤0.01% | 1186 |
|
2018
Q2 | $68K | Hold |
3,604
| – | – | ﹤0.01% | 1125 |
|
2018
Q1 | $70K | Hold |
3,604
| – | – | ﹤0.01% | 1077 |
|
2017
Q4 | $72K | Hold |
3,604
| – | – | ﹤0.01% | 1032 |
|
2017
Q3 | $72K | Hold |
3,604
| – | – | ﹤0.01% | 990 |
|
2017
Q2 | $71K | Buy |
3,604
+754
| +26% | +$14.9K | ﹤0.01% | 988 |
|
2017
Q1 | $55K | Buy |
+2,850
| New | +$55K | ﹤0.01% | 998 |
|