Pathway Financial Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-92
| Closed | -$1.53K | – | 460 |
|
|
2024
Q1 | $1.53K | Sell |
92
-13
| -12% | -$215 | ﹤0.01% | 432 |
|
|
2023
Q4 | $1.68K | Hold |
105
| – | – | ﹤0.01% | 446 |
|
|
2023
Q3 | $1.58K | Buy |
+105
| New | +$1.58K | ﹤0.01% | 455 |
|
|
2023
Q1 | $2.18K | Hold |
137
| – | – | ﹤0.01% | 471 |
|
|
2022
Q4 | $2.07K | Buy |
+137
| New | +$2.07K | ﹤0.01% | 526 |
|