Advisory Research’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-844
| Closed | -$220K | – | 376 |
|
2021
Q1 | $220K | Sell |
844
-41
| -5% | -$10.7K | 0.02% | 320 |
|
2020
Q4 | $226K | Sell |
885
-258
| -23% | -$65.9K | 0.02% | 308 |
|
2020
Q3 | $270K | Sell |
1,143
-885
| -44% | -$209K | 0.03% | 281 |
|
2020
Q2 | $394K | Sell |
2,028
-677
| -25% | -$132K | 0.04% | 262 |
|
2020
Q1 | $448K | Sell |
2,705
-1,478
| -35% | -$245K | 0.03% | 203 |
|
2019
Q4 | $716K | Sell |
4,183
-907
| -18% | -$155K | 0.03% | 209 |
|
2019
Q3 | $839K | Sell |
5,090
-1,472
| -22% | -$243K | 0.04% | 209 |
|
2019
Q2 | $783K | Sell |
6,562
-56
| -0.8% | -$6.68K | 0.02% | 272 |
|
2019
Q1 | $629K | Buy |
6,618
+2,342
| +55% | +$223K | 0.01% | 274 |
|
2018
Q4 | $339K | Buy |
4,276
+733
| +21% | +$58.1K | 0.01% | 326 |
|
2018
Q3 | $375K | Sell |
3,543
-34,360
| -91% | -$3.64M | 0.01% | 324 |
|
2018
Q2 | $3.25M | Sell |
37,903
-26,302
| -41% | -$2.25M | 0.05% | 180 |
|
2018
Q1 | $5.57M | Buy |
64,205
+6,336
| +11% | +$549K | 0.1% | 136 |
|
2017
Q4 | $3.99M | Sell |
57,869
-10,363
| -15% | -$715K | 0.07% | 165 |
|
2017
Q3 | $3.76M | Buy |
68,232
+2,632
| +4% | +$145K | 0.06% | 169 |
|
2017
Q2 | $3.37M | Buy |
65,600
+33,539
| +105% | +$1.72M | 0.05% | 178 |
|
2017
Q1 | $1.38M | Buy |
+32,061
| New | +$1.38M | 0.02% | 294 |
|