EverSource Wealth Advisors’s iRobot IRBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-162
| Closed | -$438 | – | 4298 |
|
|
2025
Q1 | $438 | Buy |
162
+97
| +149% | +$262 | ﹤0.01% | 3500 |
|
|
2024
Q4 | $504 | Buy |
65
+11
| +20% | +$85 | ﹤0.01% | 3199 |
|
|
2024
Q3 | $469 | Hold |
54
| – | – | ﹤0.01% | 2886 |
|
|
2024
Q2 | $637 | Hold |
54
| – | – | ﹤0.01% | 2839 |
|
|
2024
Q1 | $462 | Buy |
54
+30
| +125% | +$257 | ﹤0.01% | 2743 |
|
|
2023
Q4 | $929 | Buy |
24
+7
| +41% | +$271 | ﹤0.01% | 2420 |
|
|
2023
Q3 | $644 | Buy |
+17
| New | +$644 | ﹤0.01% | 2333 |
|
|
2023
Q2 | – | Sell |
-229
| Closed | -$9.99K | – | 2552 |
|
|
2023
Q1 | $9.99K | Buy |
+229
| New | +$9.99K | ﹤0.01% | 1355 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$1K | – | 2367 |
|
|
2022
Q3 | $1K | Sell |
25
-11
| -31% | -$440 | ﹤0.01% | 1835 |
|
|
2022
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1639 |
|