SAM
Symphony Asset Management’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-28,600
| Closed | -$4.72M | – | 192 |
|
|
2019
Q3 | $4.72M | Buy |
+28,600
| New | +$4.72M | 1.02% | 21 |
|
|
2016
Q4 | – | Sell |
-5,682
| Closed | -$232K | – | 438 |
|
|
2016
Q3 | $232K | Buy |
+5,682
| New | +$232K | 0.02% | 372 |
|
|
2016
Q2 | – | Sell |
-11,967
| Closed | -$396K | – | 392 |
|
|
2016
Q1 | $396K | Sell |
11,967
-174
| -1% | -$5.76K | 0.04% | 280 |
|
|
2015
Q4 | $459K | Sell |
12,141
-4,710
| -28% | -$178K | 0.05% | 294 |
|
|
2015
Q3 | $437K | Buy |
+16,851
| New | +$437K | 0.05% | 338 |
|
|
2015
Q2 | – | Sell |
-10,580
| Closed | -$353K | – | 473 |
|
|
2015
Q1 | $353K | Buy |
10,580
+2,618
| +33% | +$87.3K | 0.04% | 390 |
|
|
2014
Q4 | $367K | Buy |
7,962
+1,683
| +27% | +$77.6K | 0.05% | 302 |
|
|
2014
Q3 | $232K | Sell |
6,279
-12,444
| -66% | -$460K | 0.02% | 357 |
|
|
2014
Q2 | $743K | Buy |
18,723
+7,809
| +72% | +$310K | 0.08% | 263 |
|
|
2014
Q1 | $517K | Buy |
+10,914
| New | +$517K | 0.05% | 293 |
|