JWS
Juncture Wealth Strategies’s iRobot IRBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,310
| Closed | -$284K | – | 120 |
|
|
2021
Q4 | $284K | Sell |
4,310
-1,084
| -20% | -$71.4K | 0.14% | 109 |
|
|
2021
Q3 | $423K | Buy |
5,394
+1,361
| +34% | +$107K | 0.22% | 82 |
|
|
2021
Q2 | $355K | Buy |
4,033
+2,040
| +102% | +$180K | 0.2% | 86 |
|
|
2021
Q1 | $232K | Buy |
+1,993
| New | +$232K | 0.15% | 93 |
|
|
2019
Q3 | – | Sell |
-6,688
| Closed | -$613K | – | 105 |
|
|
2019
Q2 | $613K | Buy |
6,688
+836
| +14% | +$76.6K | 0.49% | 54 |
|
|
2019
Q1 | $689K | Buy |
5,852
+207
| +4% | +$24.4K | 0.53% | 48 |
|
|
2018
Q4 | $473K | Buy |
+5,645
| New | +$473K | 0.32% | 68 |
|