Avantax Planning Partners’s Inspire Medical Systems INSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,002
| Closed | -$756K | – | 383 |
|
|
2022
Q4 | $756K | Hold |
3,002
| – | – | 0.03% | 197 |
|
|
2022
Q3 | $532K | Sell |
3,002
-141
| -4% | -$25K | 0.02% | 216 |
|
|
2022
Q2 | $574K | Hold |
3,143
| – | – | 0.02% | 207 |
|
|
2022
Q1 | $807K | Hold |
3,143
| – | – | 0.03% | 180 |
|
|
2021
Q4 | $723K | Hold |
3,143
| – | – | 0.03% | 187 |
|
|
2021
Q3 | $732K | Buy |
3,143
+5
| +0.2% | +$1.16K | 0.03% | 167 |
|
|
2021
Q2 | $606K | Hold |
3,138
| – | – | 0.03% | 176 |
|
|
2021
Q1 | $650K | Hold |
3,138
| – | – | 0.03% | 167 |
|
|
2020
Q4 | $590K | Sell |
3,138
-397
| -11% | -$74.6K | 0.03% | 168 |
|
|
2020
Q3 | $456K | Hold |
3,535
| – | – | 0.02% | 188 |
|
|
2020
Q2 | $308K | Hold |
3,535
| – | – | 0.02% | 210 |
|
|
2020
Q1 | $213K | Buy |
3,535
+110
| +3% | +$6.63K | 0.01% | 248 |
|
|
2019
Q4 | $254K | Hold |
3,425
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $209K | Hold |
3,425
| – | – | 0.01% | 289 |
|
|
2019
Q2 | $228K | Buy |
+3,425
| New | +$228K | 0.01% | 274 |
|
|
2018
Q4 | – | Sell |
-256
| Closed | -$11K | – | 725 |
|
|
2018
Q3 | $11K | Buy |
+256
| New | +$11K | ﹤0.01% | 854 |
|