Geneos Wealth Management’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$7K | – | 2297 |
|
|
2022
Q2 | $7K | Buy |
200
+150
| +300% | +$5.25K | ﹤0.01% | 2085 |
|
|
2022
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2467 |
|
|
2021
Q3 | – | Sell |
-58
| Closed | -$5K | – | 2866 |
|
|
2021
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 2445 |
|
|
2021
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 2595 |
|
|
2020
Q4 | $6K | Buy |
+58
| New | +$6K | ﹤0.01% | 2420 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$4K | – | 2592 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2103 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2184 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2057 |
|
|
2019
Q2 | $9K | Sell |
100
-15
| -13% | -$1.35K | ﹤0.01% | 1937 |
|
|
2019
Q1 | $13K | Sell |
115
-340
| -75% | -$38.4K | ﹤0.01% | 1743 |
|
|
2018
Q4 | $37K | Buy |
455
+200
| +78% | +$16.3K | ﹤0.01% | 1232 |
|
|
2018
Q3 | $28K | Buy |
255
+160
| +168% | +$17.6K | ﹤0.01% | 1436 |
|
|
2018
Q2 | $7K | Sell |
95
-140
| -60% | -$10.3K | ﹤0.01% | 1830 |
|
|
2018
Q1 | $15K | Sell |
235
-585
| -71% | -$37.3K | ﹤0.01% | 1505 |
|
|
2017
Q4 | $62K | Buy |
820
+450
| +122% | +$34K | 0.01% | 918 |
|
|
2017
Q3 | $28K | Sell |
370
-21
| -5% | -$1.59K | ﹤0.01% | 1197 |
|
|
2017
Q2 | $32K | Buy |
+391
| New | +$32K | ﹤0.01% | 1099 |
|