Point View Wealth Management’s Insight Select Income Fund INSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,191
| Closed | -$205K | – | 279 |
|
|
2019
Q2 | $205K | Hold |
10,191
| – | – | 0.09% | 243 |
|
|
2019
Q1 | $196K | Hold |
10,191
| – | – | 0.09% | 243 |
|
|
2018
Q4 | $178K | Hold |
10,191
| – | – | 0.09% | 229 |
|
|
2018
Q3 | $190K | Hold |
10,191
| – | – | 0.08% | 244 |
|
|
2018
Q2 | $193K | Sell |
10,191
-578
| -5% | -$10.9K | 0.09% | 236 |
|
|
2018
Q1 | $209K | Buy |
+10,769
| New | +$209K | 0.1% | 228 |
|
|
2017
Q4 | – | Sell |
-10,869
| Closed | -$219K | – | 269 |
|
|
2017
Q3 | $219K | Hold |
10,869
| – | – | 0.11% | 222 |
|
|
2017
Q2 | $215K | Hold |
10,869
| – | – | 0.11% | 221 |
|
|
2017
Q1 | $208K | Buy |
10,869
+408
| +4% | +$7.81K | 0.11% | 222 |
|
|
2016
Q4 | $200K | Buy |
+10,461
| New | +$200K | 0.12% | 217 |
|