Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-150
| Closed | -$3K | – | 1788 |
|
|
2019
Q4 | $3K | Sell |
150
-50
| -25% | -$1K | ﹤0.01% | 1077 |
|
|
2019
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q2 | $4K | Sell |
200
-220
| -52% | -$4.4K | ﹤0.01% | 1012 |
|
|
2019
Q1 | $8K | Hold |
420
| – | – | ﹤0.01% | 761 |
|
|
2018
Q4 | $7K | Hold |
420
| – | – | ﹤0.01% | 686 |
|
|
2018
Q3 | $8K | Buy |
+420
| New | +$8K | ﹤0.01% | 677 |
|
|
2018
Q2 | – | Sell |
-416
| Closed | -$8K | – | 933 |
|
|
2018
Q1 | $8K | Buy |
416
+9
| +2% | +$173 | 0.01% | 645 |
|
|
2017
Q4 | $8K | Buy |
407
+4
| +1% | +$79 | 0.01% | 636 |
|
|
2017
Q3 | $8K | Buy |
403
+3
| +0.8% | +$60 | 0.01% | 615 |
|
|
2017
Q2 | $8K | Buy |
400
+4
| +1% | +$80 | 0.01% | 591 |
|
|
2017
Q1 | $8K | Hold |
396
| – | – | 0.01% | 539 |
|
|
2016
Q4 | $8K | Buy |
+396
| New | +$8K | 0.01% | 507 |
|