SWA
Strata Wealth Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
1,050
+1
| +0.1% | +$314 | 0.09% | 62 |
|
|
2025
Q1 | $275K | Hold |
1,049
| – | – | 0.09% | 63 |
|
|
2024
Q4 | $274K | Hold |
1,049
| – | – | 0.09% | 67 |
|
|
2024
Q3 | $244K | Sell |
1,049
-23
| -2% | -$5.35K | 0.08% | 69 |
|
|
2024
Q2 | $216K | Buy |
+1,072
| New | +$216K | 0.07% | 71 |
|