ProVise Management Group’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.56M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $943K | Sell |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.14K | Buy |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $1.06M | Buy |
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|
2017
Q2 | $673K | Buy |
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