Raymond James Financial Services Advisors’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 | $694K | Buy |
39,331
+45
| +0.1% | +$794 | ﹤0.01% | 2399 |
|
|
2024
Q2 | $641K | Sell |
39,286
-361
| -0.9% | -$5.89K | ﹤0.01% | 2365 |
|
|
2024
Q1 | $654K | Sell |
39,647
-1,922
| -5% | -$31.7K | ﹤0.01% | 2324 |
|
|
2023
Q4 | $664K | Buy |
41,569
+72
| +0.2% | +$1.15K | ﹤0.01% | 2227 |
|
|
2023
Q3 | $624K | Sell |
41,497
-686
| -2% | -$10.3K | ﹤0.01% | 2181 |
|
|
2023
Q2 | $660K | Buy |
42,183
+71
| +0.2% | +$1.11K | ﹤0.01% | 2172 |
|
|
2023
Q1 | $669K | Buy |
42,112
+32
| +0.1% | +$508 | ﹤0.01% | 2148 |
|
|
2022
Q4 | $636K | Buy |
42,080
+368
| +0.9% | +$5.56K | ﹤0.01% | 2130 |
|
|
2022
Q3 | $641K | Buy |
41,712
+859
| +2% | +$13.2K | ﹤0.01% | 2098 |
|
|
2022
Q2 | $656K | Buy |
40,853
+1,638
| +4% | +$26.3K | ﹤0.01% | 2105 |
|
|
2022
Q1 | $701K | Buy |
39,215
+779
| +2% | +$13.9K | ﹤0.01% | 2172 |
|
|
2021
Q4 | $864K | Buy |
38,436
+837
| +2% | +$18.8K | ﹤0.01% | 2065 |
|
|
2021
Q3 | $789K | Buy |
37,599
+1,900
| +5% | +$39.9K | ﹤0.01% | 2113 |
|
|
2021
Q2 | $773K | Sell |
35,699
-2,162
| -6% | -$46.8K | ﹤0.01% | 2114 |
|
|
2021
Q1 | $774K | Buy |
37,861
+22
| +0.1% | +$450 | ﹤0.01% | 2019 |
|
|
2020
Q4 | $808K | Buy |
37,839
+905
| +2% | +$19.3K | ﹤0.01% | 1839 |
|
|
2020
Q3 | $747K | Buy |
36,934
+1,635
| +5% | +$33.1K | ﹤0.01% | 1728 |
|
|
2020
Q2 | $694K | Buy |
35,299
+300
| +0.9% | +$5.9K | ﹤0.01% | 1713 |
|
|
2020
Q1 | $691K | Buy |
34,999
+20,921
| +149% | +$413K | ﹤0.01% | 1377 |
|
|
2019
Q4 | $282K | Buy |
14,078
+3,060
| +28% | +$61.3K | ﹤0.01% | 2352 |
|
|
2019
Q3 | $226K | Buy |
+11,018
| New | +$226K | ﹤0.01% | 2410 |
|