CFA
Cahill Financial Advisors’s iRobot IRBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-59
| Closed | -$5K | – | 490 |
|
|
2021
Q3 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 677 |
|
|
2017
Q3 | – | Sell |
-2,875
| Closed | -$242K | – | 139 |
|
|
2017
Q2 | $242K | Sell |
2,875
-600
| -17% | -$50.5K | 0.13% | 124 |
|
|
2017
Q1 | $230K | Sell |
3,475
-75
| -2% | -$4.96K | 0.13% | 120 |
|
|
2016
Q4 | $208K | Buy |
+3,550
| New | +$208K | 0.13% | 122 |
|