SWA
Sutton Wealth Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $797 | Buy |
+5
| New | +$797 | ﹤0.01% | 799 |
|
|
2023
Q1 | – | Sell |
-305
| Closed | -$89.8K | – | 1369 |
|
|
2022
Q4 | $89.8K | Hold |
305
| – | – | 0.03% | 265 |
|
|
2022
Q3 | $70K | Hold |
305
| – | – | 0.03% | 310 |
|
|
2022
Q2 | $66.5K | Hold |
305
| – | – | 0.03% | 311 |
|
|
2022
Q1 | $81.2K | Sell |
305
-4
| -1% | -$1.07K | 0.03% | 288 |
|
|
2021
Q4 | $82.2K | Buy |
309
+4
| +1% | +$1.06K | 0.03% | 299 |
|
|
2021
Q3 | $86.7K | Hold |
305
| – | – | 0.03% | 267 |
|
|
2021
Q2 | $83.7K | Hold |
305
| – | – | 0.03% | 277 |
|
|
2021
Q1 | $79.6K | Hold |
305
| – | – | 0.03% | 275 |
|
|
2020
Q4 | $78K | Hold |
305
| – | – | 0.03% | 259 |
|
|
2020
Q3 | $72.2K | Hold |
305
| – | – | 0.03% | 246 |
|
|
2020
Q2 | $59.2K | Hold |
305
| – | – | 0.03% | 267 |
|
|
2020
Q1 | $50.5K | Hold |
305
| – | – | 0.03% | 266 |
|
|
2019
Q4 | $52.2K | Hold |
305
| – | – | 0.03% | 298 |
|
|
2019
Q3 | $50.3K | Hold |
305
| – | – | 0.03% | 304 |
|
|
2019
Q2 | $36.4K | Hold |
305
| – | – | 0.02% | 387 |
|
|
2019
Q1 | $29K | Buy |
+305
| New | +$29K | 0.02% | 456 |
|