Fiduciary Trust’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,704
| Closed | -$403K | – | 579 |
|
|
2020
Q3 | $403K | Hold |
1,704
| – | – | 0.01% | 438 |
|
|
2020
Q2 | $331K | Hold |
1,704
| – | – | 0.01% | 440 |
|
|
2020
Q1 | $282K | Buy |
1,704
+9
| +0.5% | +$1.49K | 0.01% | 426 |
|
|
2019
Q4 | $290K | Sell |
1,695
-2,276
| -57% | -$389K | 0.01% | 455 |
|
|
2019
Q3 | $655K | Sell |
3,971
-2,055
| -34% | -$339K | 0.02% | 332 |
|
|
2019
Q2 | $719K | Hold |
6,026
| – | – | 0.02% | 304 |
|
|
2019
Q1 | $573K | Hold |
6,026
| – | – | 0.02% | 330 |
|
|
2018
Q4 | $478K | Hold |
6,026
| – | – | 0.01% | 327 |
|
|
2018
Q3 | $638K | Buy |
6,026
+776
| +15% | +$82.2K | 0.02% | 307 |
|
|
2018
Q2 | $450K | Hold |
5,250
| – | – | 0.01% | 335 |
|
|
2018
Q1 | $455K | Hold |
5,250
| – | – | 0.01% | 332 |
|
|
2017
Q4 | $362K | Hold |
5,250
| – | – | 0.01% | 353 |
|
|
2017
Q3 | $289K | Hold |
5,250
| – | – | 0.01% | 380 |
|
|
2017
Q2 | $269K | Hold |
5,250
| – | – | 0.01% | 398 |
|
|
2017
Q1 | $226K | Buy |
+5,250
| New | +$226K | 0.01% | 413 |
|
|
2016
Q4 | – | Sell |
-5,250
| Closed | -$215K | – | 447 |
|
|
2016
Q3 | $215K | Buy |
+5,250
| New | +$215K | 0.01% | 422 |
|