WFG Advisors’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-75
| Closed | -$3K | – | 1615 |
|
|
2016
Q4 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1359 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$9K | – | 1978 |
|
|
2014
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 1489 |
|
|
2014
Q3 | $7K | Sell |
200
-150
| -43% | -$5.25K | ﹤0.01% | 1571 |
|
|
2014
Q2 | $14K | Sell |
350
-200
| -36% | -$8K | ﹤0.01% | 1380 |
|
|
2014
Q1 | $26K | Buy |
+550
| New | +$26K | 0.01% | 1154 |
|