Sanders Morris Harris’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,734
| Closed | -$309K | – | 272 |
|
|
2023
Q2 | $309K | Hold |
19,734
| – | – | 0.07% | 193 |
|
|
2023
Q1 | $313K | Hold |
19,734
| – | – | 0.11% | 85 |
|
|
2022
Q4 | $298K | Hold |
19,734
| – | – | 0.11% | 155 |
|
|
2022
Q3 | $303K | Hold |
19,734
| – | – | 0.07% | 197 |
|
|
2022
Q2 | $318K | Hold |
19,734
| – | – | 0.07% | 199 |
|
|
2022
Q1 | $353K | Hold |
19,734
| – | – | 0.07% | 207 |
|
|
2021
Q4 | $443K | Hold |
19,734
| – | – | 0.08% | 181 |
|
|
2021
Q3 | $414K | Hold |
19,734
| – | – | 0.08% | 194 |
|
|
2021
Q2 | $427K | Hold |
19,734
| – | – | 0.08% | 195 |
|
|
2021
Q1 | $404K | Hold |
19,734
| – | – | 0.09% | 187 |
|
|
2020
Q4 | $421K | Hold |
19,734
| – | – | 0.1% | 180 |
|
|
2020
Q3 | $400K | Hold |
19,734
| – | – | 0.11% | 172 |
|
|
2020
Q2 | $388K | Hold |
19,734
| – | – | 0.19% | 67 |
|
|
2020
Q1 | $0 | Hold |
19,734
| – | – | ﹤0.01% | 284 |
|
|
2019
Q4 | $379K | Hold |
19,734
| – | – | 0.09% | 193 |
|
|
2019
Q3 | $404K | Hold |
19,734
| – | – | 0.1% | 167 |
|
|
2019
Q2 | $397K | Hold |
19,734
| – | – | 0.1% | 180 |
|
|
2019
Q1 | $379K | Hold |
19,734
| – | – | 0.18% | 74 |
|
|
2018
Q4 | $344K | Hold |
19,734
| – | – | 0.19% | 72 |
|
|
2018
Q3 | $368K | Hold |
19,734
| – | – | 0.17% | 83 |
|
|
2018
Q2 | $373K | Hold |
19,734
| – | – | 0.17% | 84 |
|
|
2018
Q1 | $382K | Hold |
19,734
| – | – | 0.16% | 90 |
|
|
2017
Q4 | $393K | Hold |
19,734
| – | – | 0.17% | 72 |
|
|
2017
Q3 | $396K | Hold |
19,734
| – | – | 0.17% | 83 |
|
|
2017
Q2 | $390K | Hold |
19,734
| – | – | 0.16% | 73 |
|
|
2017
Q1 | $378K | Hold |
19,734
| – | – | 0.14% | 89 |
|
|
2016
Q4 | $378K | Buy |
+19,734
| New | +$378K | 0.18% | 73 |
|