Allworth Financial’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548 | Hold |
175
| – | – | ﹤0.01% | 4106 |
|
|
2025
Q1 | $427 | Hold |
175
| – | – | ﹤0.01% | 3712 |
|
|
2024
Q4 | $1.39K | Sell |
175
-225
| -56% | -$1.78K | ﹤0.01% | 3285 |
|
|
2024
Q3 | $3.48K | Hold |
400
| – | – | ﹤0.01% | 2725 |
|
|
2024
Q2 | $4.1K | Hold |
400
| – | – | ﹤0.01% | 2600 |
|
|
2024
Q1 | $3.5K | Sell |
400
-278
| -41% | -$2.44K | ﹤0.01% | 2558 |
|
|
2023
Q4 | $26.2K | Buy |
678
+569
| +522% | +$22K | ﹤0.01% | 1494 |
|
|
2023
Q3 | $4.13K | Buy |
109
+95
| +679% | +$3.6K | ﹤0.01% | 2199 |
|
|
2023
Q2 | $634 | Buy |
+14
| New | +$634 | ﹤0.01% | 2844 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 3096 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2872 |
|
|
2020
Q4 | – | Sell |
-75
| Closed | -$6K | – | 1392 |
|
|
2020
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 812 |
|
|
2020
Q2 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 825 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$6K | – | 1077 |
|
|
2019
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 653 |
|