Avitas 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
Q4 | $286K | Sell |
1,094
-29
| -3% | -$7.57K | 0.04% | 180 |
|
|
2024
Q3 | $261K | Sell |
1,123
-84
| -7% | -$19.6K | 0.04% | 188 |
|
|
2024
Q2 | $244K | Buy |
+1,207
| New | +$244K | 0.04% | 198 |
|
|
2021
Q2 | – | Sell |
-7,252
| Closed | -$1.89M | – | 219 |
|
|
2021
Q1 | $1.89M | Sell |
7,252
-126
| -2% | -$32.9K | 0.37% | 101 |
|
|
2020
Q4 | $1.89M | Buy |
+7,378
| New | +$1.89M | 0.38% | 107 |
|