Wealth Dimensions Group’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $254K | Sell |
|
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|
2024
Q2 | $235K | Buy |
|
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|
2024
Q1 | $237K | Hold |
|
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|
2023
Q4 | $230K | Sell |
|
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|
2023
Q3 | $223K | Hold |
|
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|
2023
Q2 | $232K | Hold |
|
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|
2023
Q1 | $236K | Sell |
|
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|
2022
Q4 | $280K | Hold |
|
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|
2022
Q3 | $285K | Hold |
|
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|
2022
Q2 | $298K | Sell |
|
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $432K | Sell |
|
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|
2021
Q3 | $405K | Hold |
|
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|
2021
Q2 | $418K | Hold |
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|
2021
Q1 | $394K | Hold |
|
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|
2020
Q4 | $412K | Buy |
|