Perigon Wealth Management’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-646
| Closed | -$206K | – | 802 |
|
|
2023
Q1 | $206K | Buy |
+646
| New | +$206K | 0.01% | 666 |
|
|
2021
Q1 | – | Sell |
-559
| Closed | -$143K | – | 884 |
|
|
2020
Q4 | $143K | Buy |
+559
| New | +$143K | 0.02% | 465 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$9K | – | 508 |
|
|
2018
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 520 |
|