Bison Wealth’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 |
-1,650
| Closed | -$202K | – | 474 |
|
|
2021
Q1 | $202K | Buy |
+1,650
| New | +$202K | 0.09% | 235 |
|
|
2019
Q2 | – | Sell |
-1,713
| Closed | -$202K | – | 235 |
|
|
2019
Q1 | $202K | Buy |
+1,713
| New | +$202K | 0.12% | 207 |
|
|
2018
Q4 | – | Sell |
-2,313
| Closed | -$254K | – | 222 |
|
|
2018
Q3 | $254K | Buy |
+2,313
| New | +$254K | 0.17% | 173 |
|