Transatlantique Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,351
| Closed | -$266K | – | 217 |
|
|
2024
Q4 | $266K | Hold |
15,351
| – | – | 0.1% | 185 |
|
|
2024
Q3 | $271K | Hold |
15,351
| – | – | 0.1% | 188 |
|
|
2024
Q2 | $251K | Hold |
15,351
| – | – | 0.1% | 183 |
|
|
2024
Q1 | $253K | Hold |
15,351
| – | – | 0.11% | 193 |
|
|
2023
Q4 | $245K | Hold |
15,351
| – | – | 0.11% | 193 |
|
|
2023
Q3 | $231K | Buy |
15,351
+338
| +2% | +$5.08K | 0.12% | 184 |
|
|
2023
Q2 | $235K | Buy |
15,013
+1,409
| +10% | +$22K | 0.12% | 187 |
|
|
2023
Q1 | $216K | Buy |
+13,604
| New | +$216K | 0.12% | 195 |
|