Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,658
| Closed | -$202K | – | 2836 |
|
|
2018
Q2 | $202K | Sell |
10,658
-2,895
| -21% | -$54.9K | ﹤0.01% | 2545 |
|
|
2018
Q1 | $262K | Sell |
13,553
-200
| -1% | -$3.87K | ﹤0.01% | 2323 |
|
|
2017
Q4 | $275K | Buy |
13,753
+889
| +7% | +$17.8K | ﹤0.01% | 2251 |
|
|
2017
Q3 | $260K | Buy |
12,864
+2,143
| +20% | +$43.3K | ﹤0.01% | 2233 |
|
|
2017
Q2 | $213K | Hold |
10,721
| – | – | ﹤0.01% | 2315 |
|
|
2017
Q1 | $203K | Buy |
10,721
+696
| +7% | +$13.2K | ﹤0.01% | 2319 |
|
|
2016
Q4 | $190K | Buy |
+10,025
| New | +$190K | ﹤0.01% | 2268 |
|