Glassman Wealth Services’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 |
-42
| Closed | -$1.59K | – | 2025 |
|
|
2023
Q3 | $1.59K | Buy |
42
+32
| +320% | +$1.21K | ﹤0.01% | 1405 |
|
|
2023
Q2 | $453 | Hold |
10
| – | – | ﹤0.01% | 1657 |
|
|
2023
Q1 | $436 | Hold |
10
| – | – | ﹤0.01% | 1641 |
|
|
2022
Q4 | $481 | Hold |
10
| – | – | ﹤0.01% | 1634 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1435 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1834 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1420 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1405 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1375 |
|
|
2021
Q2 | $1K | Sell |
10
-2
| -17% | -$200 | ﹤0.01% | 1314 |
|
|
2021
Q1 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 1270 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1229 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 949 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 852 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 863 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 821 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 640 |
|
|
2018
Q3 | $1K | Sell |
10
-15
| -60% | -$1.5K | ﹤0.01% | 689 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 568 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 542 |
|
|
2017
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 497 |
|
|
2017
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 415 |
|