SeaBridge Investment Advisors’s Insight Select Income Fund INSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-161,996
| Closed | -$2.81M | – | 215 |
|
|
2024
Q4 | $2.81M | Buy |
161,996
+3,997
| +3% | +$69.3K | 0.59% | 49 |
|
|
2024
Q3 | $2.79M | Buy |
157,999
+4,423
| +3% | +$78.1K | 0.68% | 43 |
|
|
2024
Q2 | $2.51M | Buy |
153,576
+4,723
| +3% | +$77.1K | 0.65% | 49 |
|
|
2024
Q1 | $2.45M | Buy |
148,853
+7,159
| +5% | +$118K | 0.65% | 55 |
|
|
2023
Q4 | $2.26M | Buy |
141,694
+1,323
| +0.9% | +$21.1K | 0.66% | 52 |
|
|
2023
Q3 | $2.11M | Buy |
140,371
+7,956
| +6% | +$120K | 0.7% | 56 |
|
|
2023
Q2 | $2.07M | Buy |
132,415
+7,053
| +6% | +$110K | 0.68% | 55 |
|
|
2023
Q1 | $1.99M | Buy |
+125,362
| New | +$1.99M | 0.7% | 56 |
|