TCI Wealth Advisors’s Insulet PODD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10
| Closed | -$3.19K | – | 1686 |
|
2023
Q1 | $3.19K | Sell |
10
-5
| -33% | -$1.6K | ﹤0.01% | 1823 |
|
2022
Q4 | $4.42K | Buy |
15
+5
| +50% | +$1.47K | ﹤0.01% | 1610 |
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1973 |
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 2028 |
|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 1904 |
|
2021
Q4 | $3K | Sell |
10
-16
| -62% | -$4.8K | ﹤0.01% | 2025 |
|
2021
Q3 | $7K | Sell |
26
-3
| -10% | -$808 | ﹤0.01% | 1363 |
|
2021
Q2 | $8K | Sell |
29
-9
| -24% | -$2.48K | ﹤0.01% | 1112 |
|
2021
Q1 | $10K | Buy |
38
+32
| +533% | +$8.42K | ﹤0.01% | 845 |
|
2020
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 1229 |
|
2020
Q3 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 1377 |
|
2020
Q2 | $1K | Sell |
3
-4
| -57% | -$1.33K | ﹤0.01% | 1308 |
|
2020
Q1 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 1304 |
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1406 |
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1595 |
|