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 |
-14,201
| Closed | -$246K | – | 163 |
|
|
2024
Q4 | $246K | Sell |
14,201
-181
| -1% | -$3.14K | 0.06% | 131 |
|
|
2024
Q3 | $254K | Sell |
14,382
-23
| -0.2% | -$387 | 0.06% | 126 |
|
|
2024
Q2 | $235K | Buy |
14,405
+33
| +0.2% | +$532 | 0.07% | 129 |
|
|
2024
Q1 | $237K | Hold |
14,372
| – | – | 0.07% | 126 |
|
|
2023
Q4 | $230K | Sell |
14,372
-474
| -3% | -$7.17K | 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% | -$58.1K | 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% | -$3.1K | 0.14% | 97 |
|
|
2022
Q1 | $334K | Sell |
18,713
-500
| -3% | -$9.29K | 0.15% | 99 |
|
|
2021
Q4 | $432K | Sell |
19,213
-67
| -0.3% | -$1.45K | 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 | +$403K | 0.36% | 62 |
|
Wealth Dimensions Group's INSI Position: Q1 2025 in Review
Wealth Dimensions Group sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 14,201 shares — an estimated $246K sold.
Wealth Dimensions Group first reported a position in INSI in Q4 2020 and held it in 17 quarters. The position peaked at $432K in Q4 2021. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.
- Wealth Dimensions Group reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
- Wealth Dimensions Group sold 14,201 Insight Select Income Fund shares in Q1 2025, an estimated $246K.
- Wealth Dimensions Group first reported a position in Insight Select Income Fund in Q4 2020 and held it in 17 quarters.
- Wealth Dimensions Group's Insight Select Income Fund position peaked at $432K in Q4 2021.
- 0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.
Based on Wealth Dimensions Group's 13F filing for Q1 2025, filed 5 May 2025.