CPA
Clear Perspective Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,155
| Closed | -$99K | – | 363 |
|
|
2018
Q2 | $99K | Hold |
1,155
| – | – | 0.07% | 190 |
|
|
2018
Q1 | $100K | Hold |
1,155
| – | – | 0.07% | 192 |
|
|
2017
Q4 | $80K | Hold |
1,155
| – | – | 0.06% | 204 |
|
|
2017
Q3 | $64K | Hold |
1,155
| – | – | 0.05% | 215 |
|
|
2017
Q2 | $59K | Hold |
1,155
| – | – | 0.05% | 206 |
|
|
2017
Q1 | $50K | Hold |
1,155
| – | – | 0.03% | 213 |
|
|
2016
Q4 | $44K | Buy |
+1,155
| New | +$44K | 0.03% | 211 |
|