Thomas J. Herzfeld Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,200
| Closed | -$355K | – | 163 |
|
|
2023
Q4 | $355K | Hold |
22,200
| – | – | 0.13% | 73 |
|
|
2023
Q3 | $334K | Sell |
22,200
-86,566
| -80% | -$1.3M | 0.13% | 81 |
|
|
2023
Q2 | $1.7M | Buy |
108,766
+73,624
| +210% | +$1.15M | 0.68% | 46 |
|
|
2023
Q1 | $558K | Buy |
+35,142
| New | +$558K | 0.23% | 60 |
|
|
2017
Q3 | – | Sell |
-3,300
| Closed | -$65K | – | 304 |
|
|
2017
Q2 | $65K | Buy |
+3,300
| New | +$65K | 0.03% | 169 |
|