A detailed history of Wealth Trust Axiom LLC transactions in Insight Select Income Fund stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 23,700 shares of INSI stock, worth $399,108. This represents 0.13% of its overall portfolio holdings.

Number of Shares
23,700
Previous 24,700 4.05%
Holding current value
$399,108
Previous $403,000 3.72%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 13, 2024

SELL
$16.2 - $17.65 $16,200 - $17,650
-1,000 Reduced 4.05%
23,700 $418,000
Q4 2023

Feb 05, 2024

SELL
$14.31 - $16.25 $93,015 - $105,625
-6,500 Reduced 20.83%
24,700 $394,000
Q1 2023

May 02, 2023

SELL
$15.18 - $16.31 $30,360 - $32,619
-2,000 Reduced 6.02%
31,200 $495,000
Q4 2022

Jan 30, 2023

SELL
$14.51 - $15.82 $36,275 - $39,550
-2,500 Reduced 7.0%
33,200 $501,000
Q3 2022

Nov 02, 2022

SELL
$14.83 - $16.64 $14,830 - $16,640
-1,000 Reduced 2.72%
35,700 $548,000
Q2 2022

Jul 27, 2022

SELL
$15.87 - $17.9 $15,870 - $17,900
-1,000 Reduced 2.65%
36,700 $589,000
Q4 2020

Feb 04, 2021

BUY
$20.25 - $21.63 $40,500 - $43,260
2,000 Added 5.6%
37,700 $805,000
Q3 2020

Oct 21, 2020

SELL
$19.76 - $21.69 $39,520 - $43,380
-2,000 Reduced 5.31%
35,700 $722,000
Q2 2020

Jul 31, 2020

SELL
$17.27 - $20.17 $27,632 - $32,272
-1,600 Reduced 4.07%
37,700 $740,000
Q4 2019

Feb 04, 2020

SELL
$19.74 - $20.59 $986 - $1,029
-50 Reduced 0.13%
39,300 $787,000
Q2 2019

Aug 07, 2019

SELL
$18.39 - $20.14 $22,068 - $24,168
-1,200 Reduced 2.96%
39,350 $792,000
Q4 2017

Feb 01, 2018

BUY
$19.59 - $20.65 $9,795 - $10,325
500 Added 1.25%
40,550 $806,000
Q3 2017

Nov 01, 2017

BUY
$19.46 - $20.75 $779,373 - $831,037
40,050
40,050 $805,000

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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