HHM Wealth Advisors’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 |
-468
| Closed | -$17.7K | – | 785 |
|
|
2023
Q3 | $17.7K | Hold |
468
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $21.2K | Hold |
468
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $20.4K | Hold |
468
| – | – | ﹤0.01% | 415 |
|
|
2022
Q4 | $22.5K | Hold |
468
| – | – | 0.01% | 346 |
|
|
2022
Q3 | $26K | Hold |
468
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $17K | Buy |
468
+200
| +75% | +$7.27K | ﹤0.01% | 450 |
|
|
2022
Q1 | $17K | Buy |
268
+100
| +60% | +$6.34K | ﹤0.01% | 457 |
|
|
2021
Q4 | $11K | Buy |
168
+50
| +42% | +$3.27K | ﹤0.01% | 506 |
|
|
2021
Q3 | $9K | Buy |
+118
| New | +$9K | ﹤0.01% | 497 |
|
|
2021
Q1 | – | Sell |
-37
| Closed | -$3K | – | 597 |
|
|
2020
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 483 |
|
|
2020
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 451 |
|
|
2020
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 437 |
|
|
2020
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 430 |
|