BWM
BerganKDV Wealth Management’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$319 | – | 1030 |
|
|
2023
Q1 | $319 | Hold |
1
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q4 | $294 | Hold |
1
| – | – | ﹤0.01% | 994 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1044 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1045 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | -$1K | – | 1056 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 866 |
|
|
2019
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 886 |
|