UHLMANN PRICE SECURITIES’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
Q4
Sell
-13,352
Closed -$236K 183
2024
Q3
$236K Buy
+13,352
New +$236K 0.19% 139