Stratos Wealth Partners’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $200K | Sell |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $311K | Buy |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $235K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $48K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $16K | Buy |
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