Cary Street Partners Investment Advisory’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-350
| Closed | -$13.3K | – | 1214 |
|
|
2023
Q3 | $13.3K | Hold |
350
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q2 | $15.8K | Hold |
350
| – | – | ﹤0.01% | 1116 |
|
|
2023
Q1 | $15.3K | Hold |
350
| – | – | ﹤0.01% | 1044 |
|
|
2022
Q4 | $16.8K | Buy |
+350
| New | +$16.8K | ﹤0.01% | 1021 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$8K | – | 605 |
|
|
2020
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 790 |
|