Dakota Wealth Management’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-700
| Closed | -$202K | – | 685 |
|
|
2023
Q2 | $202K | Hold |
700
| – | – | 0.01% | 582 |
|
|
2023
Q1 | $223K | Hold |
700
| – | – | 0.01% | 541 |
|
|
2022
Q4 | $206K | Buy |
+700
| New | +$206K | 0.01% | 539 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$213K | – | 531 |
|
|
2022
Q1 | $213K | Buy |
+800
| New | +$213K | 0.02% | 405 |
|