Heritage Wealth Management (Arizona)’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $15.9K | Buy |
330
+165
| +100% | +$7.94K | ﹤0.01% | 715 |
|
|
2022
Q3 | $9K | Hold |
165
| – | – | ﹤0.01% | 669 |
|
|
2022
Q2 | $6.06K | Hold |
165
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $10K | Buy |
+165
| New | +$10K | ﹤0.01% | 708 |
|
|
2021
Q3 | $20K | Hold |
260
| – | – | 0.01% | 555 |
|
|
2021
Q2 | $24K | Hold |
260
| – | – | 0.01% | 536 |
|
|
2021
Q1 | $32K | Buy |
+260
| New | +$32K | 0.02% | 437 |
|