CWM
Calamos Wealth Management’s Insulet PODD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,269
| Closed | -$324K | – | 297 |
|
2020
Q4 | $324K | Hold |
1,269
| – | – | 0.03% | 244 |
|
2020
Q3 | $300K | Hold |
1,269
| – | – | 0.03% | 228 |
|
2020
Q2 | $247K | Hold |
1,269
| – | – | 0.03% | 236 |
|
2020
Q1 | $210K | Buy |
+1,269
| New | +$210K | 0.03% | 225 |
|
2015
Q3 | – | Sell |
-21,374
| Closed | -$662K | – | 256 |
|
2015
Q2 | $662K | Sell |
21,374
-9,164
| -30% | -$284K | 0.16% | 173 |
|
2015
Q1 | $1.02M | Buy |
30,538
+85
| +0.3% | +$2.83K | 0.25% | 133 |
|
2014
Q4 | $1.4M | Sell |
30,453
-635
| -2% | -$29.3K | 0.4% | 93 |
|
2014
Q3 | $1.15M | Buy |
31,088
+205
| +0.7% | +$7.56K | 0.33% | 111 |
|
2014
Q2 | $1.23M | Buy |
30,883
+5,085
| +20% | +$202K | 0.35% | 104 |
|
2014
Q1 | $1.22M | Sell |
25,798
-4,296
| -14% | -$204K | 0.36% | 106 |
|
2013
Q4 | $1.12M | Sell |
30,094
-471
| -2% | -$17.5K | 0.34% | 103 |
|
2013
Q3 | $1.11M | Buy |
30,565
+7,310
| +31% | +$265K | 0.36% | 97 |
|
2013
Q2 | $730K | Buy |
+23,255
| New | +$730K | 0.26% | 118 |
|