Insight Folios Inc historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Insight Folios Inc opened 1 positions, added to 4, reduced 11 and sold out of 0.
- Q2 2024: Stock SPY; Country of operation —; Class TR UNIT; Shares before 502.
- Q2 2024: Stock IXUS; Country of operation —; Class CORE MSCI TOTAL; Shares before 7,092.
- Q2 2024: Stock TFLO; Country of operation —; Class TRS FLT RT BD; Shares before 7,672.
- Q2 2024: Stock EQL; Country of operation —; Class EQUAL SEC ETF; Shares before 4,175.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1792942), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
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