THWM
INSI
Taylor Hoffman Wealth Management’s Insight Select Income Fund INSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-285
| Closed | -$6K | – | 383 |
|
|
2020
Q2 | $6K | Buy |
+285
| New | +$6K | ﹤0.01% | 325 |
|
|
2020
Q1 | – | Sell |
-285
| Closed | -$6K | – | 405 |
|
|
2019
Q4 | $6K | Hold |
285
| – | – | ﹤0.01% | 349 |
|
|
2019
Q3 | $6K | Hold |
285
| – | – | ﹤0.01% | 343 |
|
|
2019
Q2 | $6K | Hold |
285
| – | – | ﹤0.01% | 328 |
|
|
2019
Q1 | $5K | Hold |
285
| – | – | ﹤0.01% | 337 |
|
|
2018
Q4 | $5K | Hold |
285
| – | – | ﹤0.01% | 328 |
|
|
2018
Q3 | $5K | Hold |
285
| – | – | ﹤0.01% | 332 |
|
|
2018
Q2 | $5K | Hold |
285
| – | – | ﹤0.01% | 315 |
|
|
2018
Q1 | $6K | Hold |
285
| – | – | 0.01% | 318 |
|
|
2017
Q4 | $6K | Buy |
+285
| New | +$6K | 0.01% | 328 |
|