Okabena Investment Services’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,516
| Closed | -$763K | – | 101 |
|
|
2023
Q4 | $763K | Buy |
+3,516
| New | +$763K | 0.3% | 70 |
|
|
2023
Q2 | – | Sell |
-3,769
| Closed | -$1.2M | – | 218 |
|
|
2023
Q1 | $1.2M | Sell |
3,769
-111
| -3% | -$35.4K | 0.84% | 36 |
|
|
2022
Q4 | $1.14M | Sell |
3,880
-942
| -20% | -$277K | 0.76% | 39 |
|
|
2022
Q3 | $1.11M | Buy |
4,822
+283
| +6% | +$64.9K | 0.53% | 52 |
|
|
2022
Q2 | $989K | Sell |
4,539
-84
| -2% | -$18.3K | 0.51% | 48 |
|
|
2022
Q1 | $1.23M | Buy |
+4,623
| New | +$1.23M | 0.52% | 49 |
|