Shaker Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,585
| Closed | -$357K | – | 186 |
|
|
2024
Q4 | $357K | Sell |
20,585
-34,506
| -63% | -$598K | 0.14% | 143 |
|
|
2024
Q3 | $972K | Sell |
55,091
-2,217
| -4% | -$39.1K | 0.37% | 82 |
|
|
2024
Q2 | $935K | Buy |
+57,308
| New | +$935K | 0.38% | 76 |
|
|
2021
Q3 | – | Sell |
-11,000
| Closed | -$238K | – | 168 |
|
|
2021
Q2 | $238K | Buy |
+11,000
| New | +$238K | 0.09% | 141 |
|
|
2020
Q1 | – | Sell |
-32,831
| Closed | -$658K | – | 188 |
|
|
2019
Q4 | $658K | Buy |
+32,831
| New | +$658K | 0.3% | 80 |
|