IFP Advisors’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-57
| Closed | -$154 | – | 4508 |
|
|
2025
Q1 | $154 | Sell |
57
-39
| -41% | -$105 | ﹤0.01% | 3741 |
|
|
2024
Q4 | $915 | Sell |
96
-11
| -10% | -$105 | ﹤0.01% | 3299 |
|
|
2024
Q3 | $929 | Buy |
107
+50
| +88% | +$434 | ﹤0.01% | 3089 |
|
|
2024
Q2 | $519 | Hold |
57
| – | – | ﹤0.01% | 3085 |
|
|
2024
Q1 | $499 | Buy |
+57
| New | +$499 | ﹤0.01% | 2976 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$2K | – | 3917 |
|
|
2022
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 4176 |
|
|
2022
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 4364 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$7K | – | 4570 |
|
|
2021
Q4 | $7K | Sell |
100
-1,149
| -92% | -$80.4K | ﹤0.01% | 2310 |
|
|
2021
Q3 | $104K | Sell |
1,249
-28
| -2% | -$2.33K | ﹤0.01% | 1240 |
|
|
2021
Q2 | $115K | Sell |
1,277
-731
| -36% | -$65.8K | ﹤0.01% | 1171 |
|
|
2021
Q1 | $243K | Buy |
2,008
+240
| +14% | +$29K | ﹤0.01% | 751 |
|
|
2020
Q4 | $148K | Buy |
1,768
+65
| +4% | +$5.44K | 0.01% | 941 |
|
|
2020
Q3 | $137K | Sell |
1,703
-14
| -0.8% | -$1.13K | 0.01% | 849 |
|
|
2020
Q2 | $149K | Buy |
+1,717
| New | +$149K | 0.01% | 778 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3181 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3220 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3341 |
|
|
2019
Q1 | $24K | Sell |
200
-400
| -67% | -$48K | ﹤0.01% | 1266 |
|
|
2018
Q4 | $49K | Sell |
600
-589
| -50% | -$48.1K | ﹤0.01% | 1615 |
|
|
2018
Q3 | $131K | Buy |
1,189
+300
| +34% | +$33.1K | 0.01% | 1313 |
|
|
2018
Q2 | $67K | Sell |
889
-525
| -37% | -$39.6K | ﹤0.01% | 1720 |
|
|
2018
Q1 | $108K | Hold |
1,414
| – | – | ﹤0.01% | 1338 |
|
|
2017
Q4 | $108K | Sell |
1,414
-1,205
| -46% | -$92K | ﹤0.01% | 1335 |
|
|
2017
Q3 | $202K | Buy |
2,619
+555
| +27% | +$42.8K | 0.01% | 1130 |
|
|
2017
Q2 | $174K | Buy |
2,064
+275
| +15% | +$23.2K | 0.01% | 1206 |
|
|
2017
Q1 | $118K | Sell |
1,789
-50
| -3% | -$3.3K | 0.01% | 1394 |
|
|
2016
Q4 | $107K | Buy |
1,839
+350
| +24% | +$20.4K | 0.01% | 1402 |
|
|
2016
Q3 | $65K | Sell |
1,489
-211
| -12% | -$9.21K | ﹤0.01% | 1636 |
|
|
2016
Q2 | $60K | Buy |
1,700
+1,500
| +750% | +$52.9K | ﹤0.01% | 1652 |
|
|
2016
Q1 | $24K | Sell |
200
-1,500
| -88% | -$180K | ﹤0.01% | 1266 |
|
|
2015
Q4 | $60K | Buy |
+1,700
| New | +$60K | ﹤0.01% | 1487 |
|