Lee Financial’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 |
-525
| Closed | -$20.3K | – | 494 |
|
|
2023
Q4 | $20.3K | Hold |
525
| – | – | ﹤0.01% | 321 |
|
|
2023
Q3 | $19.9K | Hold |
525
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $23.8K | Hold |
525
| – | – | ﹤0.01% | 281 |
|
|
2023
Q1 | $22.9K | Hold |
525
| – | – | ﹤0.01% | 291 |
|
|
2022
Q4 | $25.3K | Hold |
525
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $30K | Hold |
525
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $19K | Hold |
525
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $33K | Hold |
525
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $35K | Hold |
525
| – | – | 0.01% | 293 |
|
|
2021
Q3 | $41K | Hold |
525
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $49K | Hold |
525
| – | – | 0.01% | 232 |
|
|
2021
Q1 | $64K | Hold |
525
| – | – | 0.02% | 215 |
|
|
2020
Q4 | $42K | Hold |
525
| – | – | 0.01% | 222 |
|
|
2020
Q3 | $40K | Hold |
525
| – | – | 0.01% | 255 |
|
|
2020
Q2 | $44K | Hold |
525
| – | – | 0.01% | 217 |
|
|
2020
Q1 | $21K | Hold |
525
| – | – | 0.01% | 227 |
|
|
2019
Q4 | $27K | Hold |
525
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $32K | Hold |
525
| – | – | 0.01% | 220 |
|
|
2019
Q2 | $48K | Hold |
525
| – | – | 0.01% | 201 |
|
|
2019
Q1 | $62K | Hold |
525
| – | – | 0.01% | 182 |
|
|
2018
Q4 | $44K | Hold |
525
| – | – | 0.01% | 184 |
|
|
2018
Q3 | $58K | Hold |
525
| – | – | 0.01% | 183 |
|
|
2018
Q2 | $40K | Hold |
525
| – | – | 0.01% | 278 |
|
|
2018
Q1 | $34K | Hold |
525
| – | – | 0.01% | 290 |
|
|
2017
Q4 | $40K | Hold |
525
| – | – | 0.01% | 202 |
|
|
2017
Q3 | $40K | Hold |
525
| – | – | 0.01% | 196 |
|
|
2017
Q2 | $44K | Hold |
525
| – | – | 0.02% | 199 |
|
|
2017
Q1 | $35K | Hold |
525
| – | – | 0.01% | 188 |
|
|
2016
Q4 | $31K | Buy |
+525
| New | +$31K | 0.02% | 201 |
|