UBS Group’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 |
-7,477
| Closed | -$130K | – | 9525 |
|
|
2024
Q4 | $130K | Buy |
7,477
+1,106
| +17% | +$19.2K | ﹤0.01% | 5506 |
|
|
2024
Q3 | $112K | Sell |
6,371
-1,844
| -22% | -$32.5K | ﹤0.01% | 5083 |
|
|
2024
Q2 | $134K | Buy |
8,215
+1,352
| +20% | +$22.1K | ﹤0.01% | 4833 |
|
|
2024
Q1 | $113K | Sell |
6,863
-79
| -1% | -$1.3K | ﹤0.01% | 5017 |
|
|
2023
Q4 | $111K | Buy |
6,942
+679
| +11% | +$10.8K | ﹤0.01% | 4929 |
|
|
2023
Q3 | $94.1K | Buy |
6,263
+671
| +12% | +$10.1K | ﹤0.01% | 4756 |
|
|
2023
Q2 | $87.5K | Sell |
5,592
-3,495
| -38% | -$54.7K | ﹤0.01% | 5068 |
|
|
2023
Q1 | $144K | Sell |
9,087
-1,926
| -17% | -$30.6K | ﹤0.01% | 4583 |
|
|
2022
Q4 | $166K | Buy |
11,013
+5,663
| +106% | +$85.6K | ﹤0.01% | 4524 |
|
|
2022
Q3 | $82K | Sell |
5,350
-4,370
| -45% | -$67K | ﹤0.01% | 4829 |
|
|
2022
Q2 | $156K | Sell |
9,720
-144
| -1% | -$2.31K | ﹤0.01% | 4123 |
|
|
2022
Q1 | $177K | Buy |
9,864
+143
| +1% | +$2.57K | ﹤0.01% | 4475 |
|
|
2021
Q4 | $218K | Buy |
9,721
+221
| +2% | +$4.96K | ﹤0.01% | 4573 |
|
|
2021
Q3 | $200K | Sell |
9,500
-5,005
| -35% | -$105K | ﹤0.01% | 4270 |
|
|
2021
Q2 | $314K | Buy |
14,505
+1,379
| +11% | +$29.9K | ﹤0.01% | 4052 |
|
|
2021
Q1 | $268K | Sell |
13,126
-797
| -6% | -$16.3K | ﹤0.01% | 4318 |
|
|
2020
Q4 | $298K | Buy |
13,923
+99
| +0.7% | +$2.12K | ﹤0.01% | 4020 |
|
|
2020
Q3 | $280K | Buy |
13,824
+1,967
| +17% | +$39.8K | ﹤0.01% | 3795 |
|
|
2020
Q2 | $233K | Sell |
11,857
-1,731
| -13% | -$34K | ﹤0.01% | 3907 |
|
|
2020
Q1 | $268K | Sell |
13,588
-918
| -6% | -$18.1K | ﹤0.01% | 3679 |
|
|
2019
Q4 | $291K | Buy |
14,506
+3,650
| +34% | +$73.2K | ﹤0.01% | 4335 |
|
|
2019
Q3 | $222K | Sell |
10,856
-2,640
| -20% | -$54K | ﹤0.01% | 4283 |
|
|
2019
Q2 | $272K | Buy |
13,496
+1,562
| +13% | +$31.5K | ﹤0.01% | 3916 |
|
|
2019
Q1 | $229K | Sell |
11,934
-3,161
| -21% | -$60.7K | ﹤0.01% | 3780 |
|
|
2018
Q4 | $263K | Buy |
15,095
+1,226
| +9% | +$21.4K | ﹤0.01% | 3927 |
|
|
2018
Q3 | $258K | Buy |
13,869
+1,010
| +8% | +$18.8K | ﹤0.01% | 4055 |
|
|
2018
Q2 | $244K | Sell |
12,859
-71,604
| -85% | -$1.36M | ﹤0.01% | 3972 |
|
|
2018
Q1 | $1.64M | Buy |
84,463
+1,685
| +2% | +$32.6K | ﹤0.01% | 2686 |
|
|
2017
Q4 | $1.65M | Buy |
82,778
+2,684
| +3% | +$53.4K | ﹤0.01% | 2666 |
|
|
2017
Q3 | $1.61M | Buy |
80,094
+4,192
| +6% | +$84.2K | ﹤0.01% | 2653 |
|
|
2017
Q2 | $1.5M | Sell |
75,902
-16,401
| -18% | -$324K | ﹤0.01% | 2619 |
|
|
2017
Q1 | $1.77M | Sell |
92,303
-37,010
| -29% | -$709K | ﹤0.01% | 2431 |
|
|
2016
Q4 | $2.48M | Buy |
+129,313
| New | +$2.48M | ﹤0.01% | 2117 |
|