PFWA
Paces Ferry Wealth Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-879
| Closed | -$205K | – | 136 |
|
|
2024
Q3 | $205K | Buy |
+879
| New | +$205K | 0.12% | 117 |
|
|
2024
Q1 | – | Sell |
-1,068
| Closed | -$232K | – | 113 |
|
|
2023
Q4 | $232K | Buy |
+1,068
| New | +$232K | 0.16% | 95 |
|
|
2023
Q3 | – | Sell |
-1,180
| Closed | -$340K | – | 109 |
|
|
2023
Q2 | $340K | Hold |
1,180
| – | – | 0.26% | 73 |
|
|
2023
Q1 | $376K | Buy |
1,180
+5
| +0.4% | +$1.6K | 0.3% | 69 |
|
|
2022
Q4 | $346K | Sell |
1,175
-4
| -0.3% | -$1.18K | 0.34% | 71 |
|
|
2022
Q3 | $270K | Sell |
1,179
-500
| -30% | -$115K | 0.3% | 77 |
|
|
2022
Q2 | $366K | Buy |
1,679
+4
| +0.2% | +$872 | 0.36% | 61 |
|
|
2022
Q1 | $446K | Hold |
1,675
| – | – | 0.35% | 59 |
|
|
2021
Q4 | $446K | Hold |
1,675
| – | – | 0.32% | 68 |
|
|
2021
Q3 | $476K | Hold |
1,675
| – | – | 0.38% | 64 |
|
|
2021
Q2 | $460K | Hold |
1,675
| – | – | 0.35% | 69 |
|
|
2021
Q1 | $437K | Sell |
1,675
-200
| -11% | -$52.2K | 0.38% | 62 |
|
|
2020
Q4 | $479K | Sell |
1,875
-95
| -5% | -$24.3K | 0.44% | 56 |
|
|
2020
Q3 | $466K | Buy |
+1,970
| New | +$466K | 0.41% | 55 |
|