AE Wealth Management’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,143
| Closed | -$223K | – | 1764 |
|
|
2023
Q4 | $223K | Sell |
1,143
-2,641
| -70% | -$516K | ﹤0.01% | 1839 |
|
|
2023
Q3 | $604K | Buy |
3,784
+2,908
| +332% | +$464K | ﹤0.01% | 1285 |
|
|
2023
Q2 | $253K | Sell |
876
-10
| -1% | -$2.88K | ﹤0.01% | 1663 |
|
|
2023
Q1 | $283K | Sell |
886
-18
| -2% | -$5.74K | ﹤0.01% | 1579 |
|
|
2022
Q4 | $266K | Buy |
904
+17
| +2% | +$5.01K | ﹤0.01% | 1549 |
|
|
2022
Q3 | $203K | Buy |
+887
| New | +$203K | ﹤0.01% | 1604 |
|
|
2022
Q2 | – | Sell |
-904
| Closed | -$241K | – | 1800 |
|
|
2022
Q1 | $241K | Sell |
904
-15
| -2% | -$4K | ﹤0.01% | 1509 |
|
|
2021
Q4 | $245K | Buy |
+919
| New | +$245K | ﹤0.01% | 1524 |
|