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Avantax Planning Partners’s Insulet PODD Stock Holding History

Avantax Planning Partners’s Portfolio PODD Stock Details PODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-93
Closed -$10K – 963
2018
Q3 		$10K Buy
+93
New +$8.71K ﹤0.01% 879
2018
Q2 		– Sell
-122
Closed -$10K – 1150
2018
Q1 		$10K Buy
+122
New +$9.48K ﹤0.01% 1061

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BlackRock
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ClearBridge Investments
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William Blair Investment Management
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FCM
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DCP
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