Raymond James & Associates’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
Q3 | $246K | Hold |
13,948
| – | – | ﹤0.01% | 3491 |
|
|
2024
Q2 | $228K | Sell |
13,948
-2,000
| -13% | -$32.6K | ﹤0.01% | 3502 |
|
|
2024
Q1 | $263K | Sell |
15,948
-700
| -4% | -$11.5K | ﹤0.01% | 3425 |
|
|
2023
Q4 | $266K | Sell |
16,648
-5,001
| -23% | -$79.9K | ﹤0.01% | 3333 |
|
|
2023
Q3 | $325K | Hold |
21,649
| – | – | ﹤0.01% | 3142 |
|
|
2023
Q2 | $339K | Sell |
21,649
-120
| -0.6% | -$1.88K | ﹤0.01% | 3150 |
|
|
2023
Q1 | $346K | Sell |
21,769
-1,216
| -5% | -$19.3K | ﹤0.01% | 3124 |
|
|
2022
Q4 | $347K | Buy |
22,985
+3
| +0% | +$45 | ﹤0.01% | 3110 |
|
|
2022
Q3 | $353K | Buy |
22,982
+1
| +0% | +$15 | ﹤0.01% | 3063 |
|
|
2022
Q2 | $369K | Sell |
22,981
-2,007
| -8% | -$32.2K | ﹤0.01% | 3080 |
|
|
2022
Q1 | $447K | Buy |
24,988
+24
| +0.1% | +$429 | ﹤0.01% | 3116 |
|
|
2021
Q4 | $561K | Buy |
24,964
+3,297
| +15% | +$74.1K | ﹤0.01% | 2989 |
|
|
2021
Q3 | $455K | Buy |
21,667
+5,643
| +35% | +$119K | ﹤0.01% | 3119 |
|
|
2021
Q2 | $347K | Buy |
16,024
+2,525
| +19% | +$54.7K | ﹤0.01% | 3313 |
|
|
2021
Q1 | $276K | Sell |
13,499
-149
| -1% | -$3.05K | ﹤0.01% | 3389 |
|
|
2020
Q4 | $292K | Buy |
13,648
+1,690
| +14% | +$36.2K | ﹤0.01% | 3118 |
|
|
2020
Q3 | $242K | Sell |
11,958
-1,049
| -8% | -$21.2K | ﹤0.01% | 3064 |
|
|
2020
Q2 | $256K | Buy |
13,007
+18
| +0.1% | +$354 | ﹤0.01% | 2990 |
|
|
2020
Q1 | $256K | Sell |
12,989
-1,728
| -12% | -$34.1K | ﹤0.01% | 2860 |
|
|
2019
Q4 | $295K | Sell |
14,717
-394
| -3% | -$7.9K | ﹤0.01% | 3078 |
|
|
2019
Q3 | $310K | Sell |
15,111
-168
| -1% | -$3.45K | ﹤0.01% | 2973 |
|
|
2019
Q2 | $308K | Sell |
15,279
-47
| -0.3% | -$947 | ﹤0.01% | 2983 |
|
|
2019
Q1 | $295K | Hold |
15,326
| – | – | ﹤0.01% | 2977 |
|
|
2018
Q4 | $267K | Sell |
15,326
-1,200
| -7% | -$20.9K | ﹤0.01% | 2935 |
|
|
2018
Q3 | $308K | Sell |
16,526
-2,431
| -13% | -$45.3K | ﹤0.01% | 2997 |
|
|
2018
Q2 | $359K | Buy |
+18,957
| New | +$359K | ﹤0.01% | 2897 |
|