RCP
Rothschild Capital Partners’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,349
| Closed | -$2.98M | – | 28 |
|
|
2023
Q2 | $2.98M | Hold |
10,349
| – | – | 1.1% | 24 |
|
|
2023
Q1 | $3.3M | Buy |
10,349
+7
| +0.1% | +$2.23K | 1.35% | 24 |
|
|
2022
Q4 | $3.05M | Buy |
10,342
+3
| +0% | +$885 | 1.29% | 25 |
|
|
2022
Q3 | $2.37M | Hold |
10,339
| – | – | 1.09% | 26 |
|
|
2022
Q2 | $2.25M | Hold |
10,339
| – | – | 0.94% | 26 |
|
|
2022
Q1 | $2.75M | Sell |
10,339
-407
| -4% | -$108K | 0.97% | 27 |
|
|
2021
Q4 | $2.86M | Buy |
10,746
+347
| +3% | +$92.3K | 0.85% | 31 |
|
|
2021
Q3 | $2.96M | Buy |
10,399
+101
| +1% | +$28.7K | 0.94% | 33 |
|
|
2021
Q2 | $2.83M | Sell |
10,298
-239
| -2% | -$65.6K | 0.91% | 31 |
|
|
2021
Q1 | $2.75M | Sell |
10,537
-5
| -0% | -$1.3K | 0.93% | 31 |
|
|
2020
Q4 | $2.7M | Buy |
10,542
+300
| +3% | +$76.7K | 0.96% | 30 |
|
|
2020
Q3 | $2.42M | Hold |
10,242
| – | – | 0.96% | 28 |
|
|
2020
Q2 | $1.99M | Buy |
10,242
+3,150
| +44% | +$612K | 0.83% | 28 |
|
|
2020
Q1 | $1.18M | Buy |
+7,092
| New | +$1.18M | 0.65% | 28 |
|
|
2015
Q2 | – | Sell |
-382,599
| Closed | -$12.8M | – | 46 |
|
|
2015
Q1 | $12.8M | Sell |
382,599
-2,750
| -0.7% | -$91.7K | 5.7% | 6 |
|
|
2014
Q4 | $17.7M | Buy |
385,349
+2,750
| +0.7% | +$127K | 8.54% | 1 |
|
|
2014
Q3 | $14.1M | Buy |
382,599
+1,643
| +0.4% | +$60.5K | 6.49% | 2 |
|
|
2014
Q2 | $15.1M | Buy |
380,956
+1,900
| +0.5% | +$75.4K | 6.81% | 1 |
|
|
2014
Q1 | $18M | Sell |
379,056
-51,891
| -12% | -$2.46M | 8.84% | 1 |
|
|
2013
Q4 | $16M | Sell |
430,947
-3,260
| -0.8% | -$121K | 7.52% | 1 |
|
|
2013
Q3 | $15.7M | Buy |
434,207
+10,380
| +2% | +$376K | 7.41% | 1 |
|
|
2013
Q2 | $13.3M | Buy |
+423,827
| New | +$13.3M | 7.42% | 1 |
|