Wells Fargo’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,294
| Closed | -$300K | – | 6710 |
|
|
2024
Q4 | $300K | Buy |
17,294
+1,085
| +7% | +$18.8K | ﹤0.01% | 4050 |
|
|
2024
Q3 | $286K | Sell |
16,209
-2,825
| -15% | -$49.9K | ﹤0.01% | 3965 |
|
|
2024
Q2 | $311K | Sell |
19,034
-2,125
| -10% | -$34.7K | ﹤0.01% | 3871 |
|
|
2024
Q1 | $349K | Sell |
21,159
-2,750
| -12% | -$45.3K | ﹤0.01% | 3774 |
|
|
2023
Q4 | $382K | Sell |
23,909
-4,174
| -15% | -$66.7K | ﹤0.01% | 3682 |
|
|
2023
Q3 | $422K | Sell |
28,083
-3,157
| -10% | -$47.4K | ﹤0.01% | 3608 |
|
|
2023
Q2 | $489K | Buy |
31,240
+500
| +2% | +$7.82K | ﹤0.01% | 3751 |
|
|
2023
Q1 | $488K | Sell |
30,740
-67,584
| -69% | -$1.07M | ﹤0.01% | 3625 |
|
|
2022
Q4 | $1.49M | Sell |
98,324
-12,116
| -11% | -$183K | ﹤0.01% | 2819 |
|
|
2022
Q3 | $1.7M | Sell |
110,440
-12,888
| -10% | -$198K | ﹤0.01% | 2702 |
|
|
2022
Q2 | $1.98M | Sell |
123,328
-7,044
| -5% | -$113K | ﹤0.01% | 2654 |
|
|
2022
Q1 | $2.33M | Sell |
130,372
-285,976
| -69% | -$5.11M | ﹤0.01% | 2985 |
|
|
2021
Q4 | $9.36M | Sell |
416,348
-333,353
| -44% | -$7.49M | ﹤0.01% | 1827 |
|
|
2021
Q3 | $15.7M | Sell |
749,701
-77,914
| -9% | -$1.63M | ﹤0.01% | 1785 |
|
|
2021
Q2 | $17.9M | Buy |
827,615
+44,412
| +6% | +$962K | ﹤0.01% | 1710 |
|
|
2021
Q1 | $16M | Buy |
783,203
+6,840
| +0.9% | +$140K | ﹤0.01% | 1779 |
|
|
2020
Q4 | $16.6M | Sell |
776,363
-24,685
| -3% | -$527K | ﹤0.01% | 1676 |
|
|
2020
Q3 | $16.2M | Sell |
801,048
-48,606
| -6% | -$983K | ﹤0.01% | 1538 |
|
|
2020
Q2 | $16.7M | Sell |
849,654
-59,606
| -7% | -$1.17M | ﹤0.01% | 1467 |
|
|
2020
Q1 | $18M | Buy |
909,260
+53,789
| +6% | +$1.06M | 0.01% | 1278 |
|
|
2019
Q4 | $17.1M | Buy |
855,471
+22,340
| +3% | +$447K | ﹤0.01% | 1556 |
|
|
2019
Q3 | $17.1M | Sell |
833,131
-348,857
| -30% | -$7.15M | ﹤0.01% | 1538 |
|
|
2019
Q2 | $23.8M | Sell |
1,181,988
-1,083
| -0.1% | -$21.8K | 0.01% | 1362 |
|
|
2019
Q1 | $22.7M | Buy |
1,183,071
+19,548
| +2% | +$376K | 0.01% | 1370 |
|
|
2018
Q4 | $20.3M | Buy |
1,163,523
+175,015
| +18% | +$3.05M | 0.01% | 1357 |
|
|
2018
Q3 | $18.4M | Buy |
988,508
+70,491
| +8% | +$1.31M | 0.01% | 1564 |
|
|
2018
Q2 | $17.4M | Buy |
918,017
+252,717
| +38% | +$4.78M | 0.01% | 1607 |
|
|
2018
Q1 | $12.9M | Buy |
665,300
+11,152
| +2% | +$216K | ﹤0.01% | 1791 |
|
|
2017
Q4 | $13M | Buy |
654,148
+25,119
| +4% | +$500K | ﹤0.01% | 1796 |
|
|
2017
Q3 | $12.6M | Buy |
629,029
+140,253
| +29% | +$2.82M | ﹤0.01% | 1773 |
|
|
2017
Q2 | $9.66M | Sell |
488,776
-2,398
| -0.5% | -$47.4K | ﹤0.01% | 1921 |
|
|
2017
Q1 | $9.41M | Buy |
491,174
+15,340
| +3% | +$294K | ﹤0.01% | 1920 |
|
|
2016
Q4 | $9.12M | Buy |
+475,834
| New | +$9.12M | ﹤0.01% | 1912 |
|