AE Wealth Management’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,389
| Closed | -$781K | – | 1608 |
|
|
2021
Q1 | $781K | Sell |
6,389
-719
| -10% | -$87.9K | 0.01% | 853 |
|
|
2020
Q4 | $571K | Buy |
7,108
+277
| +4% | +$22.3K | 0.01% | 910 |
|
|
2020
Q3 | $518K | Buy |
6,831
+191
| +3% | +$14.5K | 0.01% | 871 |
|
|
2020
Q2 | $557K | Buy |
+6,640
| New | +$557K | 0.01% | 834 |
|