Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,920
| Closed | -$200K | – | 1366 |
|
|
2021
Q4 | $200K | Sell |
8,920
-669
| -7% | -$15K | ﹤0.01% | 1174 |
|
|
2021
Q3 | $201K | Sell |
9,589
-333
| -3% | -$6.98K | 0.01% | 1108 |
|
|
2021
Q2 | $215K | Buy |
9,922
+37
| +0.4% | +$802 | 0.01% | 1092 |
|
|
2021
Q1 | $202K | Buy |
+9,885
| New | +$202K | 0.01% | 1041 |
|
|
2020
Q3 | – | Sell |
-15,835
| Closed | -$311K | – | 1066 |
|
|
2020
Q2 | $311K | Buy |
15,835
+3,347
| +27% | +$65.7K | 0.01% | 764 |
|
|
2020
Q1 | $247K | Buy |
12,488
+4
| +0% | +$79 | 0.01% | 748 |
|
|
2019
Q4 | $250K | Buy |
12,484
+1,032
| +9% | +$20.7K | 0.01% | 827 |
|
|
2019
Q3 | $235K | Buy |
+11,452
| New | +$235K | 0.01% | 821 |
|
|
2018
Q4 | – | Sell |
-2,584
| Closed | -$48K | – | 2590 |
|
|
2018
Q3 | $48K | Buy |
+2,584
| New | +$48K | ﹤0.01% | 1484 |
|
|
2018
Q2 | – | Sell |
-811
| Closed | -$16K | – | 2670 |
|
|
2018
Q1 | $16K | Hold |
811
| – | – | ﹤0.01% | 2112 |
|
|
2017
Q4 | $16K | Buy |
+811
| New | +$16K | ﹤0.01% | 1992 |
|