Berman Capital Advisors’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $273K | Buy |
965
+581
| +151% | +$164K | 0.04% | 217 |
|
|
2021
Q2 | $105K | Buy |
384
+258
| +205% | +$70.5K | 0.02% | 373 |
|
|
2021
Q1 | $32K | Buy |
126
+93
| +282% | +$23.6K | 0.01% | 634 |
|
|
2020
Q4 | $8K | Hold |
33
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q3 | $7K | Hold |
33
| – | – | ﹤0.01% | 931 |
|
|
2020
Q2 | $6K | Buy |
33
+6
| +22% | +$1.09K | ﹤0.01% | 942 |
|
|
2020
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 958 |
|
|
2019
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 1038 |
|
|
2019
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q2 | $3K | Buy |
27
+13
| +93% | +$1.44K | ﹤0.01% | 1119 |
|
|
2019
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1252 |
|