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  Name: INSIGHT 2811 INC
  City: TROY
  State: MI
  Zip: 48084
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $183,171,000
  Total Value Change : $7,029,000
  Securities Held Change : -3
   
All Securities Held : 78
  New Positions : 1
  Closed Positions : 6
  Increased Positions : 8
  Unchanged Positions : 11
  Decreased Positions : 58

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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EBAY)1 Year Chart         EBAY eBay Inc 79 Closed $51.00 $0 0 0% -207,000 -4,700 0    Internet Software & S...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 84 Closed $79.30 $0 0 0% -492,000 -6,960 0    N/A
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 83 Closed $305.54 $0 0 0% -550,000 -2,227 0    N/A
   (VTNR)1 Year Chart         VTNR Vertex Energy Inc 82 Closed $1.21 $0 0 0% -54,000 -12,055 0    Waste Management
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 81 Closed $474.80 $0 0 0% -203,000 -462 0    Aerospace/Defense - M...
   (INFL)1 Year Chart         INFL Horizon Kinetics Inflation ... 80 Closed $32.88 $0 0 0% -848,000 -27,865 0    N/A

      6 Records Found
  1    
Page 1 of 1
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