Financial Insights, Inc. Closed Holding Positions

Financial Insights, Inc.

$303 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
HPQ Hp Inc Technology	Q3 2021 Filed on Nov 12, 2021	1,740	$26.83 - $30.7 $46.7K - $53.4K
PSCH Invesco S&P Smallcap Health Ca ETFs	Q3 2021 Filed on Nov 12, 2021	630	$180.69 - $195.53 $114K - $123K
FM Ishares Msci Frontier And Sele ETFs	Q3 2021 Filed on Nov 12, 2021	4,350	$32.14 - $34.6 $140K - $151K
IXUS Ishares Tr ETFs	Q3 2021 Filed on Nov 12, 2021	393	$70.98 - $74.79 $27.9K - $29.4K
IUSG Ishares Core S&P U.S Growth Et ETFs	Q3 2021 Filed on Nov 12, 2021	767	$101.41 - $109.45 $77.8K - $83.9K
IUSV Ishares Core S&P U.S. Value Et ETFs	Q3 2021 Filed on Nov 12, 2021	339	$69.93 - $74.13 $23.7K - $25.1K
IXP Ishares Global Comm Services E ETFs	Q3 2021 Filed on Nov 12, 2021	1,453	$84.59 - $90.89 $123K - $132K
F Ford Motor CO Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	3,364	$12.57 - $14.93 $42.3K - $50.2K
FDN First Tr Fd Dow Jones ETFs	Q3 2021 Filed on Nov 12, 2021	584	$235.18 - $252.25 $137K - $147K
CL Colgate Palmolive CO Consumer Defensive	Q3 2021 Filed on Nov 12, 2021	259	$75.58 - $84.39 $19.6K - $21.9K
COLB Columbia Banking System, Inc. Financial Services	Q3 2021 Filed on Nov 12, 2021	1,899	$33.11 - $38.64 $62.9K - $73.4K
STZ Constellation Brands, Inc. Consumer Defensive	Q3 2021 Filed on Nov 12, 2021	200	$209.08 - $232.03 $41.8K - $46.4K
GLW Corning Inc Technology	Q3 2021 Filed on Nov 12, 2021	935	$36.49 - $41.86 $34.1K - $39.1K
DVA Davita Inc. Healthcare	Q3 2021 Filed on Nov 12, 2021	400	$116.26 - $133.78 $46.5K - $53.5K
ICLN Ishares ETFs	Q3 2021 Filed on Nov 12, 2021	3,572	$21.65 - $23.79 $77.3K - $85K
DELL Dell Technologies Inc. Technology	Q3 2021 Filed on Nov 12, 2021	220	$46.78 - $53.41 $10.3K - $11.8K
ETB Eaton Vance Tax Managed Buy Write Income Fund Financial Services	Q3 2021 Filed on Nov 12, 2021	3,965	$16.01 - $16.86 $63.5K - $66.8K
EBAY Ebay Inc Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	415	$65.35 - $77.55 $27.1K - $32.2K
FMB First Tr Exchange Traded Fd Ii ETFs	Q3 2021 Filed on Nov 12, 2021	625	$56.78 - $57.81 $35.5K - $36.1K
EMR Emerson Electric CO Industrials	Q3 2021 Filed on Nov 12, 2021	400	$93.71 - $105.7 $37.5K - $42.3K
EVRG Evergy, Inc. Utilities	Q3 2021 Filed on Nov 12, 2021	1,007	$61.39 - $69.26 $61.8K - $69.7K
EOG Eog Resources Inc Energy	Q3 2021 Filed on Nov 12, 2021	600	$64.26 - $85.99 $38.6K - $51.6K
JQUA J P Morgan ETF Tr U S Quality ETFs	Q2 2021 Filed on Aug 12, 2021	275,242	$38.14 - $40.9 $10.5M - $11.3M
QUS Spdr Ser Tr Msci Usa Strategic ETFs	Q2 2021 Filed on Aug 12, 2021	98,853	$112.15 - $119.45 $11.1M - $11.8M
EEMV Ishares Msci Emerging Markets ETFs	Q2 2021 Filed on Aug 12, 2021	60,728	$61.85 - $65.64 $3.76M - $3.99M
SPTS Spdr Portfolio Short Term Trea ETFs	Q3 2020 Filed on Nov 16, 2020	30,682	$30.69 - $30.73 $942K - $943K
IWB Ishares Tr Russell 1000 ETF ETFs	Q2 2020 Filed on Aug 20, 2020	1,614	$135.3 - $179.75 $218K - $290K
United Technologies Corp	Q1 2020 Filed on Apr 28, 2020	1,550	N/A
Alps ETF Tr	Q4 2019 Filed on Feb 07, 2020	10,050	N/A

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