Zeke Capital Advisors’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,048
| Closed | -$279K | – | 521 |
|
2022
Q1 | $279K | Buy |
1,048
+228
| +28% | +$60.7K | 0.01% | 388 |
|
2021
Q4 | $218K | Sell |
820
-212
| -21% | -$56.4K | 0.01% | 271 |
|
2021
Q3 | $293K | Hold |
1,032
| – | – | 0.02% | 216 |
|
2021
Q2 | $283K | Sell |
1,032
-689
| -40% | -$189K | 0.02% | 239 |
|
2021
Q1 | $449K | Buy |
1,721
+154
| +10% | +$40.2K | 0.03% | 143 |
|
2020
Q4 | $401K | Buy |
1,567
+177
| +13% | +$45.3K | 0.03% | 145 |
|
2020
Q3 | $329K | Hold |
1,390
| – | – | 0.04% | 146 |
|
2020
Q2 | $270K | Buy |
+1,390
| New | +$270K | 0.05% | 155 |
|
2018
Q3 | – | Sell |
-2,779
| Closed | -$238K | – | 728 |
|
2018
Q2 | $238K | Hold |
2,779
| – | – | 0.02% | 489 |
|
2018
Q1 | $241K | Buy |
+2,779
| New | +$241K | 0.02% | 509 |
|