RIA
Regal Investment Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-687
| Closed | -$202K | – | 544 |
|
|
2022
Q4 | $202K | Buy |
+687
| New | +$202K | 0.02% | 453 |
|
|
2015
Q4 | – | Sell |
-112,125
| Closed | -$2.91M | – | 726 |
|
|
2015
Q3 | $2.91M | Buy |
112,125
+4,858
| +5% | +$126K | 0.75% | 38 |
|
|
2015
Q2 | $3.32M | Buy |
+107,267
| New | +$3.32M | 0.9% | 25 |
|