Kingswood Wealth Advisors’s iRobot IRBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,179
Closed -$510K 655
2023
Q4
$510K Buy
13,179
+4,649
+55% +$180K 0.06% 343
2023
Q3
$323K Buy
+8,530
New +$323K 0.06% 314