| |
| |
|
| Insider
Information: |
Harvey Ellen D |
| Relationship: |
Director |
| City: |
Bryn Mawr |
| State: |
PA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
2,300 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$28,602 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
2,300 |
|
|
| Total
Value |
$28,602 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
0
|
|
Stock
price went up :
|
2
|
0
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
2.0
|
0.0
|
| Percentage
Gain/Loss : |
 8.8%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Insight Select Income Fund |
INSI |
Director |
2022-05-24 |
1,800 |
2010-06-04 |
0 |
Premium* |
|
|
Managed Duration Inv Grade |
MZF |
Director |
2016-12-09 |
500 |
2016-12-09 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
9 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| INSI |
Insight Select Income Fun... |
Director |
– • – |
2022-05-24 |
4 |
B |
$16.49 |
$4,948 |
D/D |
300 |
1,800 |
2.31 |
% |
|
| INSI |
Insight Select Income Fun... |
Director |
– • – |
2020-05-04 |
4 |
B |
$18.74 |
$1,874 |
D/D |
100 |
1,500 |
2.31 |
% |
|
| INSI |
Insight Select Income Fun... |
Director |
– • – |
2020-04-08 |
4 |
B |
$18.30 |
$4,575 |
D/D |
250 |
1,400 |
2.31 |
% |
|
| MZF |
Managed Duration Inv Grad... |
Director |
– • – |
2016-12-09 |
4 |
B |
$13.11 |
$6,555 |
D/D |
500 |
500 |
2.39 |
- |
|
| INSI |
Insight Select Income Fun... |
Trustee |
– – – |
2013-08-14 |
4 |
B |
$17.68 |
$3,536 |
D/D |
200 |
1,150 |
2.36 |
- |
|
| INSI |
Insight Select Income Fun... |
Trustee |
– – – |
2013-08-01 |
4 |
B |
$17.95 |
$3,589 |
D/D |
200 |
950 |
2.36 |
- |
|
| INSI |
Insight Select Income Fun... |
Director |
– • – |
2011-10-06 |
4 |
B |
$17.71 |
$3,542 |
D/D |
200 |
750 |
2.31 |
- |
|
| INSI |
Insight Select Income Fun... |
Director |
– • – |
2010-08-11 |
4 |
B |
$18.01 |
$4,505 |
D/D |
250 |
550 |
2.31 |
- |
|
| INSI |
Insight Select Income Fun... |
Director |
– • – |
2010-06-04 |
4 |
B |
$17.24 |
$5,172 |
D/D |
300 |
300 |
2.39 |
- |
|
9 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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|
