Uncommon Cents Investing’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 |
-26,835
| Closed | -$465K | – | 201 |
|
|
2024
Q4 | $465K | Sell |
26,835
-595
| -2% | -$10.3K | 0.14% | 151 |
|
|
2024
Q3 | $484K | Sell |
27,430
-350
| -1% | -$6.18K | 0.14% | 149 |
|
|
2024
Q2 | $453K | Hold |
27,780
| – | – | 0.14% | 149 |
|
|
2024
Q1 | $458K | Buy |
27,780
+250
| +0.9% | +$4.12K | 0.14% | 145 |
|
|
2023
Q4 | $440K | Sell |
27,530
-500
| -2% | -$7.99K | 0.15% | 145 |
|
|
2023
Q3 | $421K | Sell |
28,030
-1,800
| -6% | -$27.1K | 0.15% | 134 |
|
|
2023
Q2 | $467K | Hold |
29,830
| – | – | 0.16% | 129 |
|
|
2023
Q1 | $474K | Sell |
29,830
-2,000
| -6% | -$31.8K | 0.17% | 125 |
|
|
2022
Q4 | $481K | Hold |
31,830
| – | – | 0.18% | 122 |
|
|
2022
Q3 | $489K | Hold |
31,830
| – | – | 0.21% | 116 |
|
|
2022
Q2 | $512K | Hold |
31,830
| – | – | 0.2% | 112 |
|
|
2022
Q1 | $569K | Buy |
31,830
+1,195
| +4% | +$21.4K | 0.21% | 106 |
|
|
2021
Q4 | $688K | Sell |
30,635
-1,925
| -6% | -$43.2K | 0.26% | 96 |
|
|
2021
Q3 | $683K | Sell |
32,560
-520
| -2% | -$10.9K | 0.28% | 92 |
|
|
2021
Q2 | $717K | Hold |
33,080
| – | – | 0.29% | 87 |
|
|
2021
Q1 | $676K | Sell |
33,080
-300
| -0.9% | -$6.13K | 0.29% | 87 |
|
|
2020
Q4 | $713K | Sell |
33,380
-175
| -0.5% | -$3.74K | 0.32% | 79 |
|
|
2020
Q3 | $679K | Sell |
33,555
-1,000
| -3% | -$20.2K | 0.35% | 72 |
|
|
2020
Q2 | $679K | Buy |
34,555
+1,195
| +4% | +$23.5K | 0.37% | 68 |
|
|
2020
Q1 | $659K | Hold |
33,360
| – | – | 0.41% | 61 |
|
|
2019
Q4 | $668K | Sell |
33,360
-700
| -2% | -$14K | 0.33% | 62 |
|
|
2019
Q3 | $698K | Hold |
34,060
| – | – | 0.45% | 53 |
|
|
2019
Q2 | $686K | Sell |
34,060
-830
| -2% | -$16.7K | 0.45% | 50 |
|
|
2019
Q1 | $671K | Hold |
34,890
| – | – | 0.44% | 51 |
|
|
2018
Q4 | $608K | Sell |
34,890
-1,090
| -3% | -$19K | 0.45% | 54 |
|
|
2018
Q3 | $670K | Hold |
35,980
| – | – | 0.42% | 50 |
|
|
2018
Q2 | $681K | Hold |
35,980
| – | – | 0.44% | 51 |
|
|
2018
Q1 | $697K | Buy |
35,980
+300
| +0.8% | +$5.81K | 0.49% | 51 |
|
|
2017
Q4 | $710K | Buy |
+35,680
| New | +$710K | 0.5% | 47 |
|