Insight Wealth Strategies, LLC Closed Holding Positions

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NMIH
Nmi Holdings, Inc.

Financial Services
Q1 2020 Filed on Apr 21, 2020
14,771
$9.58 - $35.57 $142K - $525K
TFC
Truist Financial Corp

Financial Services
Q1 2020 Filed on Apr 21, 2020
4,665
$25.69 - $56.67 $120K - $264K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2020 Filed on Apr 21, 2020
12,907
$7.0 - $14.99 $90.3K - $193K
PRU
Prudential Financial Inc

Financial Services
Q1 2020 Filed on Apr 21, 2020
2,707
$39.22 - $97.1 $106K - $263K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 21, 2020
7,625
$20.71 - $31.78 $158K - $242K
EPR
Epr Properties

Real Estate
Q1 2020 Filed on Apr 21, 2020
3,318
$13.92 - $73.17 $46.2K - $243K
ETN
Eaton Corp PLC

Industrials
Q1 2020 Filed on Apr 21, 2020
3,228
$57.77 - $105.1 $186K - $339K
CNP
Centerpoint Energy Inc

Utilities
Q1 2020 Filed on Apr 21, 2020
10,079
$12.1 - $27.18 $122K - $274K
AYX
Alteryx, Inc.

Technology
Q1 2020 Filed on Apr 21, 2020
3,382
$80.98 - $158.0 $274K - $534K
WPC
W. P. Carey Inc.

Real Estate
Q1 2020 Filed on Apr 21, 2020
4,682
$43.86 - $88.27 $205K - $413K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on Apr 21, 2020
2,976
$33.22 - $89.84 $98.9K - $267K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q1 2020 Filed on Apr 21, 2020
4,608
$76.56 - $121.5 $353K - $560K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2020 Filed on Apr 21, 2020
11,514
$50.43 - $60.2 $581K - $693K
Firstcash Inc
Q4 2019 Filed on Feb 21, 2020
4,928
N/A
BA
Boeing CO

Industrials
Q4 2019 Filed on Feb 21, 2020
6,404
$325.76 - $376.54 $2.09M - $2.41M
CME
Cme Group Inc.

Financial Services
Q4 2019 Filed on Feb 21, 2020
4,264
$196.95 - $216.02 $840K - $921K
ATHM
Autohome Inc.

Communication Services
Q4 2019 Filed on Feb 21, 2020
14,675
$65.83 - $89.58 $966K - $1.31M
MCHI
Ishares Msci China ETF

ETFs
Q4 2019 Filed on Feb 21, 2020
12,993
$55.37 - $64.27 $719K - $835K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2019 Filed on Feb 21, 2020
2,269
$98.83 - $104.1 $224K - $236K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q4 2019 Filed on Feb 21, 2020
9,505
$28.51 - $31.33 $271K - $298K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2019 Filed on Feb 21, 2020
2,811
$68.97 - $75.98 $194K - $214K
PEG
Public Service Enterprise Group Inc

Utilities
Q3 2019 Filed on Nov 06, 2019
7,804
$55.63 - $62.26 $434K - $486K
FIVE
Five Below, Inc

Consumer Cyclical
Q3 2019 Filed on Nov 06, 2019
3,399
$104.43 - $135.01 $355K - $459K
EXC
Exelon Corp

Utilities
Q3 2019 Filed on Nov 06, 2019
7,673
$31.67 - $35.34 $243K - $271K
CSX
Csx Corp

Industrials
Q3 2019 Filed on Nov 06, 2019
4,416
$21.47 - $26.52 $94.8K - $117K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2019 Filed on Nov 06, 2019
9,500
$30.69 - $30.76 $292K - $292K
Worldpay Inc
Q3 2019 Filed on Nov 06, 2019
4,311
N/A
Total Sys Svcs Inc
Q3 2019 Filed on Nov 06, 2019
12,197
N/A
EXAS
Exact Sciences Corp

Healthcare
Q3 2019 Filed on Nov 06, 2019
3,543
$90.37 - $122.49 $320K - $434K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 06, 2019
6,270
$54.6 - $88.91 $342K - $557K
FRC
First Republic Bank

Financial Services
Q3 2019 Filed on Nov 06, 2019
4,185
$88.06 - $101.14 $369K - $423K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q3 2019 Filed on Nov 06, 2019
2,010
$112.16 - $114.13 $225K - $229K
FPX
First Trust Us Equity Opportun

ETFs
Q2 2019 Filed on Aug 06, 2019
103,777
$72.75 - $79.33 $7.55M - $8.23M
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2019 Filed on Aug 06, 2019
8,922
$45.95 - $58.3 $410K - $520K
WHD
Cactus, Inc.

Energy
Q2 2019 Filed on Aug 06, 2019
13,920
$30.1 - $39.45 $419K - $549K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2019 Filed on Aug 06, 2019
51,280
$39.91 - $44.59 $2.05M - $2.29M
BSX
Boston Scientific Corp

Healthcare
Q2 2019 Filed on Aug 06, 2019
26,527
$34.91 - $42.98 $926K - $1.14M
MORN
Morningstar, Inc.

Financial Services
Q2 2019 Filed on Aug 06, 2019
3,372
$127.44 - $148.32 $430K - $500K
OGE
Oge Energy Corp.

Utilities
Q2 2019 Filed on Aug 06, 2019
11,167
$40.65 - $43.86 $454K - $490K
POOL
Pool Corp

Industrials
Q2 2019 Filed on Aug 06, 2019
2,846
$162.38 - $191.02 $462K - $544K
Verso Corp
Q2 2019 Filed on Aug 06, 2019
20,935
N/A
AGI
Alamos Gold Inc

Basic Materials
Q1 2019 Filed on Apr 24, 2019
12,461
$3.77 - $5.44 $47K - $67.8K
E Trade Financial Corp
Q1 2019 Filed on Apr 24, 2019
14,436
N/A
SIVB
Svb Financial Group

Financial Services
Q1 2019 Filed on Apr 24, 2019
1,200
$189.64 - $250.81 $228K - $301K
AUY
Yamana Gold Inc.

Basic Materials
Q1 2019 Filed on Apr 24, 2019
17,057
$2.31 - $2.83 $39.4K - $48.3K
FLT
Fleetcor Technologies Inc

Technology
Q1 2019 Filed on Apr 24, 2019
3,572
$181.6 - $246.59 $649K - $881K
VRNS
Varonis Systems Inc

Technology
Q1 2019 Filed on Apr 24, 2019
7,082
$16.34 - $21.32 $116K - $151K
HUM
Humana Inc

Healthcare
Q1 2019 Filed on Apr 24, 2019
1,802
$262.61 - $310.3 $473K - $559K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2019 Filed on Apr 24, 2019
100,711
N/A
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