Heritage Wealth Management (Arizona)’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $41.2K | Buy |
140
+70
| +100% | +$20.6K | 0.01% | 529 |
|
|
2022
Q3 | $16K | Hold |
70
| – | – | 0.01% | 581 |
|
|
2022
Q2 | $15.3K | Hold |
70
| – | – | 0.01% | 587 |
|
|
2022
Q1 | $19K | Buy |
+70
| New | +$19K | 0.01% | 612 |
|
|
2021
Q3 | $20K | Hold |
70
| – | – | 0.01% | 557 |
|
|
2021
Q2 | $19K | Sell |
70
-40
| -36% | -$10.9K | 0.01% | 566 |
|
|
2021
Q1 | $29K | Buy |
+110
| New | +$29K | 0.02% | 451 |
|