Calton & Associates’s Insmed INSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,993
| Closed | -$248K | – | 219 |
|
|
2023
Q4 | $248K | Buy |
+7,993
| New | +$248K | 0.1% | 191 |
|
|
2022
Q2 | – | Sell |
-9,801
| Closed | -$230K | – | 298 |
|
|
2022
Q1 | $230K | Buy |
9,801
+1,331
| +16% | +$31.2K | 0.07% | 305 |
|
|
2021
Q4 | $230K | Sell |
8,470
-171
| -2% | -$4.64K | 0.06% | 322 |
|
|
2021
Q3 | $237K | Sell |
8,641
-66
| -0.8% | -$1.81K | 0.05% | 339 |
|
|
2021
Q2 | $248K | Sell |
8,707
-281
| -3% | -$8K | 0.05% | 331 |
|
|
2021
Q1 | $306K | Buy |
8,988
+1,613
| +22% | +$54.9K | 0.06% | 281 |
|
|
2020
Q4 | $246K | Sell |
7,375
-1,628
| -18% | -$54.3K | 0.04% | 311 |
|
|
2020
Q3 | $289K | Sell |
9,003
-451
| -5% | -$14.5K | 0.06% | 239 |
|
|
2020
Q2 | $260K | Buy |
+9,454
| New | +$260K | 0.06% | 246 |
|
|
2020
Q1 | – | Sell |
-8,746
| Closed | -$209K | – | 342 |
|
|
2019
Q4 | $209K | Buy |
+8,746
| New | +$209K | 0.04% | 332 |
|