WDG
INSI
Wealth Dimensions Group’s Insight Select Income Fund INSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,201
| Closed | -$246K | – | 162 |
|
|
2024
Q4 | $246K | Sell |
14,201
-181
| -1% | -$3.14K | 0.06% | 131 |
|
|
2024
Q3 | $254K | Sell |
14,382
-23
| -0.2% | -$406 | 0.06% | 126 |
|
|
2024
Q2 | $235K | Buy |
14,405
+33
| +0.2% | +$539 | 0.07% | 129 |
|
|
2024
Q1 | $237K | Hold |
14,372
| – | – | 0.07% | 126 |
|
|
2023
Q4 | $230K | Sell |
14,372
-474
| -3% | -$7.57K | 0.07% | 122 |
|
|
2023
Q3 | $223K | Hold |
14,846
| – | – | 0.08% | 122 |
|
|
2023
Q2 | $232K | Hold |
14,846
| – | – | 0.08% | 122 |
|
|
2023
Q1 | $236K | Sell |
14,846
-3,681
| -20% | -$58.5K | 0.09% | 118 |
|
|
2022
Q4 | $280K | Hold |
18,527
| – | – | 0.11% | 106 |
|
|
2022
Q3 | $285K | Hold |
18,527
| – | – | 0.14% | 97 |
|
|
2022
Q2 | $298K | Sell |
18,527
-186
| -1% | -$2.99K | 0.14% | 97 |
|
|
2022
Q1 | $334K | Sell |
18,713
-500
| -3% | -$8.92K | 0.15% | 99 |
|
|
2021
Q4 | $432K | Sell |
19,213
-67
| -0.3% | -$1.51K | 0.21% | 85 |
|
|
2021
Q3 | $405K | Hold |
19,280
| – | – | 0.26% | 84 |
|
|
2021
Q2 | $418K | Hold |
19,280
| – | – | 0.28% | 75 |
|
|
2021
Q1 | $394K | Hold |
19,280
| – | – | 0.31% | 75 |
|
|
2020
Q4 | $412K | Buy |
+19,280
| New | +$412K | 0.36% | 62 |
|