Kelly Financial Services’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-250
| Closed | -$2.28K | – | 421 |
|
|
2024
Q2 | $2.28K | Hold |
250
| – | – | ﹤0.01% | 574 |
|
|
2024
Q1 | $2.19K | Hold |
250
| – | – | ﹤0.01% | 581 |
|
|
2023
Q4 | $9.68K | Hold |
250
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $9.48K | Hold |
250
| – | – | ﹤0.01% | 377 |
|
|
2023
Q2 | $11.3K | Hold |
250
| – | – | 0.01% | 351 |
|
|
2023
Q1 | $10.9K | Hold |
250
| – | – | 0.01% | 345 |
|
|
2022
Q4 | $12K | Hold |
250
| – | – | 0.01% | 313 |
|
|
2022
Q3 | $14.1K | Hold |
250
| – | – | 0.01% | 288 |
|
|
2022
Q2 | $9.19K | Hold |
250
| – | – | ﹤0.01% | 333 |
|
|
2022
Q1 | $15.9K | Hold |
250
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $16.5K | Hold |
250
| – | – | 0.01% | 282 |
|
|
2021
Q3 | $19.6K | Sell |
250
-23,098
| -99% | -$1.81M | 0.01% | 265 |
|
|
2021
Q2 | $250K | Buy |
23,348
+23,098
| +9,239% | +$247K | 0.01% | 273 |
|
|
2021
Q1 | $30.5K | Hold |
250
| – | – | 0.02% | 178 |
|
|
2020
Q4 | $20.1K | Hold |
250
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $19K | Hold |
250
| – | – | 0.01% | 178 |
|
|
2020
Q2 | $21K | Hold |
250
| – | – | 0.02% | 154 |
|
|
2020
Q1 | $10.2K | Hold |
250
| – | – | 0.01% | 206 |
|
|
2019
Q4 | $12.7K | Hold |
250
| – | – | 0.01% | 208 |
|
|
2019
Q3 | $15.4K | Hold |
250
| – | – | 0.01% | 178 |
|
|
2019
Q2 | $22.9K | Hold |
250
| – | – | 0.02% | 139 |
|
|
2019
Q1 | $29.4K | Buy |
+250
| New | +$29.4K | 0.03% | 120 |
|