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 |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $407K | Hold |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $488K | Hold |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $673K | Hold |
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|
2021
Q4 | $847K | Hold |
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|
2021
Q3 | $790K | Hold |
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|
2021
Q2 | $816K | Hold |
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|
2021
Q1 | $770K | Hold |
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|
2020
Q4 | $805K | Buy |
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|
2020
Q3 | $722K | Sell |
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|
2020
Q2 | $740K | Sell |
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|
2020
Q1 | $775K | Hold |
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|
2019
Q4 | $787K | Sell |
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|
2019
Q3 | $806K | Hold |
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|
2019
Q2 | $792K | Sell |
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|
2019
Q1 | $779K | Hold |
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|
2018
Q4 | $706K | Hold |
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|
2018
Q3 | $755K | Hold |
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|
2018
Q2 | $767K | Hold |
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|
2018
Q1 | $785K | Hold |
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|
2017
Q4 | $806K | Buy |
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|
2017
Q3 | $805K | Hold |
|
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|
2017
Q2 | $791K | Sell |
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|
2017
Q1 | $786K | Sell |
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|
2016
Q4 | $788K | Buy |
|