WealthTrust Axiom’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 |
-23,700
| Closed | -$411K | – | 267 |
|
|
2024
Q4 | $411K | Hold |
23,700
| – | – | 0.12% | 158 |
|
|
2024
Q3 | $418K | Sell |
23,700
-1,000
| -4% | -$16.8K | 0.12% | 154 |
|
|
2024
Q2 | $403K | Hold |
24,700
| – | – | 0.13% | 152 |
|
|
2024
Q1 | $407K | Hold |
24,700
| – | – | 0.13% | 152 |
|
|
2023
Q4 | $394K | Sell |
24,700
-6,500
| -21% | -$98.3K | 0.13% | 152 |
|
|
2023
Q3 | $469K | Hold |
31,200
| – | – | 0.17% | 126 |
|
|
2023
Q2 | $488K | Hold |
31,200
| – | – | 0.16% | 132 |
|
|
2023
Q1 | $495K | Sell |
31,200
-2,000
| -6% | -$31.6K | 0.17% | 121 |
|
|
2022
Q4 | $502K | Sell |
33,200
-2,500
| -7% | -$37.9K | 0.18% | 120 |
|
|
2022
Q3 | $548K | Sell |
35,700
-1,000
| -3% | -$16.1K | 0.21% | 101 |
|
|
2022
Q2 | $589K | Sell |
36,700
-1,000
| -3% | -$16.7K | 0.21% | 101 |
|
|
2022
Q1 | $673K | Hold |
37,700
| – | – | 0.21% | 100 |
|
|
2021
Q4 | $847K | Hold |
37,700
| – | – | 0.27% | 82 |
|
|
2021
Q3 | $790K | Hold |
37,700
| – | – | 0.27% | 85 |
|
|
2021
Q2 | $816K | Hold |
37,700
| – | – | 0.26% | 82 |
|
|
2021
Q1 | $770K | Hold |
37,700
| – | – | 0.26% | 85 |
|
|
2020
Q4 | $805K | Buy |
37,700
+2,000
| +6% | +$41.8K | 0.29% | 77 |
|
|
2020
Q3 | $722K | Sell |
35,700
-2,000
| -5% | -$41.3K | 0.31% | 69 |
|
|
2020
Q2 | $740K | Sell |
37,700
-1,600
| -4% | -$30.7K | 0.33% | 71 |
|
|
2020
Q1 | $775K | Hold |
39,300
| – | – | 0.38% | 63 |
|
|
2019
Q4 | $787K | Sell |
39,300
-50
| -0.1% | -$1.01K | 0.26% | 88 |
|
|
2019
Q3 | $806K | Hold |
39,350
| – | – | 0.28% | 85 |
|
|
2019
Q2 | $792K | Sell |
39,350
-1,200
| -3% | -$22.9K | 0.28% | 88 |
|
|
2019
Q1 | $779K | Hold |
40,550
| – | – | 0.28% | 88 |
|
|
2018
Q4 | $706K | Hold |
40,550
| – | – | 0.29% | 85 |
|
|
2018
Q3 | $755K | Hold |
40,550
| – | – | 0.25% | 90 |
|
|
2018
Q2 | $767K | Hold |
40,550
| – | – | 0.27% | 85 |
|
|
2018
Q1 | $785K | Hold |
40,550
| – | – | 0.29% | 82 |
|
|
2017
Q4 | $806K | Buy |
40,550
+500
| +1% | +$10K | 0.3% | 80 |
|
|
2017
Q3 | $805K | Hold |
40,050
| – | – | 0.31% | 79 |
|
|
2017
Q2 | $791K | Sell |
40,050
-1,000
| -2% | -$19.5K | 0.3% | 89 |
|
|
2017
Q1 | $786K | Sell |
41,050
-100
| -0.2% | -$1.9K | 0.29% | 88 |
|
|
2016
Q4 | $788K | Buy |
+41,150
| New | +$781K | 0.29% | 88 |
|
WealthTrust Axiom's INSI Position: Q1 2025 in Review
WealthTrust Axiom sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 23,700 shares — an estimated $411K sold.
WealthTrust Axiom first reported a position in INSI in Q4 2016 and held it in 33 quarters. The position peaked at $847K in Q4 2021. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.
- WealthTrust Axiom reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
- WealthTrust Axiom sold 23,700 Insight Select Income Fund shares in Q1 2025, an estimated $411K.
- WealthTrust Axiom first reported a position in Insight Select Income Fund in Q4 2016 and held it in 33 quarters.
- WealthTrust Axiom's Insight Select Income Fund position peaked at $847K in Q4 2021.
- 0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.
Based on WealthTrust Axiom's 13F filing for Q1 2025, filed 14 May 2025.