Osaic Holdings’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
Q2 | $72.1K | Buy |
+4,163
| New | +$72.1K | ﹤0.01% | 4409 |
|
|
2025
Q1 | – | Sell |
-6,758
| Closed | -$117K | – | 7599 |
|
|
2024
Q4 | $117K | Sell |
6,758
-131
| -2% | -$2.27K | ﹤0.01% | 4046 |
|
|
2024
Q3 | $122K | Buy |
6,889
+8
| +0.1% | +$141 | ﹤0.01% | 4074 |
|
|
2024
Q2 | $112K | Buy |
6,881
+1,656
| +32% | +$27K | ﹤0.01% | 4029 |
|
|
2024
Q1 | $86.2K | Buy |
5,225
+412
| +9% | +$6.79K | ﹤0.01% | 4347 |
|
|
2023
Q4 | $76.4K | Sell |
4,813
-4,092
| -46% | -$64.9K | ﹤0.01% | 4602 |
|
|
2023
Q3 | $134K | Buy |
8,905
+3,813
| +75% | +$57.3K | ﹤0.01% | 4289 |
|
|
2023
Q2 | $79.6K | Sell |
5,092
-165
| -3% | -$2.58K | ﹤0.01% | 4610 |
|
|
2023
Q1 | $83.5K | Hold |
5,257
| – | – | ﹤0.01% | 4583 |
|
|
2022
Q4 | $79K | Buy |
5,257
+165
| +3% | +$2.48K | ﹤0.01% | 4619 |
|
|
2022
Q3 | $78K | Hold |
5,092
| – | – | ﹤0.01% | 4572 |
|
|
2022
Q2 | $81K | Hold |
5,092
| – | – | ﹤0.01% | 4586 |
|
|
2022
Q1 | $99K | Hold |
5,092
| – | – | ﹤0.01% | 4603 |
|
|
2021
Q4 | $115K | Hold |
5,092
| – | – | ﹤0.01% | 4478 |
|
|
2021
Q3 | $107K | Buy |
5,092
+142
| +3% | +$2.98K | ﹤0.01% | 4468 |
|
|
2021
Q2 | $107K | Sell |
4,950
-234
| -5% | -$5.06K | ﹤0.01% | 4424 |
|
|
2021
Q1 | $106K | Sell |
5,184
-262
| -5% | -$5.36K | ﹤0.01% | 4284 |
|
|
2020
Q4 | $115K | Sell |
5,446
-234
| -4% | -$4.94K | ﹤0.01% | 3940 |
|
|
2020
Q3 | $114K | Buy |
5,680
+2,694
| +90% | +$54.1K | ﹤0.01% | 3713 |
|
|
2020
Q2 | $59K | Buy |
2,986
+318
| +12% | +$6.28K | ﹤0.01% | 4069 |
|
|
2020
Q1 | $53K | Buy |
+2,668
| New | +$53K | ﹤0.01% | 3921 |
|