Thomas J. Herzfeld Advisors’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15
| Closed | -$2.39K | – | 295 |
|
|
2023
Q3 | $2.39K | Hold |
15
| – | – | ﹤0.01% | 310 |
|
|
2023
Q2 | $4.33K | Hold |
15
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $4.78K | Hold |
15
| – | – | ﹤0.01% | 233 |
|
|
2022
Q4 | $4.42K | Hold |
15
| – | – | ﹤0.01% | 243 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 256 |
|
|
2022
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 260 |
|
|
2022
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 262 |
|
|
2021
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 301 |
|
|
2021
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 285 |
|
|
2021
Q2 | $4K | Buy |
15
+4
| +36% | +$1.07K | ﹤0.01% | 292 |
|
|
2021
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 310 |
|
|
2020
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 270 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 242 |
|
|
2020
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 277 |
|