A detailed history of Wealth Dimensions Group, Ltd. transactions in Insight Select Income Fund stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 14,382 shares of INSI stock, worth $242,192. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,382
Previous 14,405 0.16%
Holding current value
$242,192
Previous $235,000 7.66%
% of portfolio
0.06%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$16.2 - $17.65 $372 - $405
-23 Reduced 0.16%
14,382 $253,000
Q2 2024

Aug 09, 2024

BUY
$15.74 - $16.58 $519 - $547
33 Added 0.23%
14,405 $235,000
Q4 2023

Feb 09, 2024

SELL
$14.31 - $16.25 $6,782 - $7,702
-474 Reduced 3.19%
14,372 $229,000
Q1 2023

May 09, 2023

SELL
$15.18 - $16.31 $55,877 - $60,037
-3,681 Reduced 19.87%
14,846 $235,000
Q2 2022

Aug 05, 2022

SELL
$15.87 - $17.9 $2,951 - $3,329
-186 Reduced 0.99%
18,527 $298,000
Q1 2022

May 04, 2022

SELL
$17.53 - $22.1 $8,765 - $11,050
-500 Reduced 2.6%
18,713 $334,000
Q4 2021

Feb 04, 2022

SELL
$20.71 - $22.94 $1,387 - $1,536
-67 Reduced 0.35%
19,213 $432,000
Q4 2020

Feb 17, 2021

BUY
$20.25 - $21.63 $390,420 - $417,026
19,280 New
19,280 $412,000

Others Institutions Holding INSI

About Insight Select Income Fund


  • Ticker INSI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Insight Select Income Fund is a closed ended fixed income mutual fund launched and managed by Cutwater Asset Management Corp. The fund invests in the fixed income markets of the United States. It primarily invests in short-term and long-term debt securities. The fund invests in the securities rated within the highest four grades by Moody's or St...
More about INSI
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