IFP Advisors’s iRhythm Technologies IRTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3
| Closed | -$524 | – | 3712 |
|
2025
Q1 | $524 | Sell |
3
-1,195
| -100% | -$209K | ﹤0.01% | 3457 |
|
2024
Q4 | $108K | Sell |
1,198
-65
| -5% | -$5.87K | ﹤0.01% | 1432 |
|
2024
Q3 | $93.8K | Sell |
1,263
-107
| -8% | -$7.94K | ﹤0.01% | 1436 |
|
2024
Q2 | $147K | Sell |
1,370
-14
| -1% | -$1.51K | 0.01% | 1191 |
|
2024
Q1 | $161K | Sell |
1,384
-22
| -2% | -$2.55K | 0.01% | 1102 |
|
2023
Q4 | $150K | Sell |
1,406
-83
| -6% | -$8.88K | 0.01% | 1091 |
|
2023
Q3 | $140K | Buy |
1,489
+11
| +0.7% | +$1.04K | 0.01% | 1124 |
|
2023
Q2 | $154K | Sell |
1,478
-1,475
| -50% | -$154K | 0.01% | 1141 |
|
2023
Q1 | $221K | Sell |
2,953
-88
| -3% | -$6.57K | 0.01% | 908 |
|
2022
Q4 | $226K | Buy |
3,041
+5
| +0.2% | +$372 | 0.01% | 1295 |
|
2022
Q3 | $225K | Buy |
3,036
+118
| +4% | +$8.75K | 0.01% | 1343 |
|
2022
Q2 | $217K | Hold |
2,918
| – | – | 0.01% | 1234 |
|
2022
Q1 | $217K | Buy |
2,918
+295
| +11% | +$21.9K | 0.01% | 1234 |
|
2021
Q4 | $306K | Buy |
2,623
+850
| +48% | +$99.2K | 0.01% | 764 |
|
2021
Q3 | $104K | Buy |
1,773
+42
| +2% | +$2.46K | ﹤0.01% | 1241 |
|
2021
Q2 | $116K | Buy |
1,731
+732
| +73% | +$49.1K | ﹤0.01% | 1167 |
|
2021
Q1 | $138K | Buy |
999
+272
| +37% | +$37.6K | ﹤0.01% | 1008 |
|
2020
Q4 | $173K | Sell |
727
-179
| -20% | -$42.6K | 0.01% | 863 |
|
2020
Q3 | $216K | Sell |
906
-47
| -5% | -$11.2K | 0.01% | 678 |
|
2020
Q2 | $109K | Buy |
953
+8
| +0.8% | +$915 | 0.01% | 891 |
|
2020
Q1 | $84K | Buy |
945
+397
| +72% | +$35.3K | 0.01% | 903 |
|
2019
Q4 | $35K | Sell |
548
-10
| -2% | -$639 | ﹤0.01% | 1396 |
|
2019
Q3 | $42K | Buy |
+558
| New | +$42K | ﹤0.01% | 1447 |
|