JFS 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
Q2 | – | Sell |
-11
| Closed | -$481 | – | 2000 |
|
|
2023
Q1 | $481 | Sell |
11
-2
| -15% | -$87 | ﹤0.01% | 1723 |
|
|
2022
Q4 | $626 | Hold |
13
| – | – | ﹤0.01% | 1698 |
|
|
2022
Q3 | $1K | Buy |
13
+10
| +333% | +$769 | ﹤0.01% | 1566 |
|
|
2022
Q2 | $0 | Sell |
3
-14
| -82% | – | ﹤0.01% | 1836 |
|
|
2022
Q1 | $1K | Buy |
17
+10
| +143% | +$588 | ﹤0.01% | 1656 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1789 |
|