Gideon Capital Advisors’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,778
| Closed | -$929K | – | 380 |
|
|
2019
Q2 | $929K | Buy |
+7,778
| New | +$929K | 0.32% | 120 |
|
|
2018
Q3 | – | Sell |
-5,666
| Closed | -$486K | – | 468 |
|
|
2018
Q2 | $486K | Buy |
+5,666
| New | +$486K | 0.24% | 146 |
|
|
2017
Q4 | – | Sell |
-5,501
| Closed | -$303K | – | 381 |
|
|
2017
Q3 | $303K | Buy |
+5,501
| New | +$303K | 0.3% | 138 |
|