LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iRobot IRBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$5.76K | – | 583 |
|
|
2024
Q2 | $5.76K | Hold |
500
| – | – | ﹤0.01% | 516 |
|
|
2024
Q1 | $3.37K | Sell |
500
-200
| -29% | -$1.35K | ﹤0.01% | 541 |
|
|
2023
Q4 | $9.52K | Hold |
700
| – | – | ﹤0.01% | 499 |
|
|
2023
Q3 | $22.7K | Hold |
700
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $31.7K | Hold |
700
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $30.5K | Hold |
700
| – | – | ﹤0.01% | 448 |
|
|
2022
Q4 | $33.7K | Hold |
700
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $39K | Hold |
700
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $26K | Hold |
700
| – | – | ﹤0.01% | 484 |
|
|
2022
Q1 | $44K | Hold |
700
| – | – | ﹤0.01% | 454 |
|
|
2021
Q4 | $46K | Hold |
700
| – | – | ﹤0.01% | 470 |
|
|
2021
Q3 | $55K | Hold |
700
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $65K | Buy |
+700
| New | +$65K | ﹤0.01% | 447 |
|
|
2021
Q1 | – | Sell |
-700
| Closed | -$56K | – | 501 |
|
|
2020
Q4 | $56K | Hold |
700
| – | – | ﹤0.01% | 419 |
|
|
2020
Q3 | $53K | Hold |
700
| – | – | ﹤0.01% | 393 |
|
|
2020
Q2 | $59K | Hold |
700
| – | – | ﹤0.01% | 362 |
|
|
2020
Q1 | $29K | Sell |
700
-500
| -42% | -$20.7K | ﹤0.01% | 423 |
|
|
2019
Q4 | $61K | Buy |
1,200
+500
| +71% | +$25.4K | ﹤0.01% | 398 |
|
|
2019
Q3 | $43K | Hold |
700
| – | – | ﹤0.01% | 420 |
|
|
2019
Q2 | $64K | Hold |
700
| – | – | ﹤0.01% | 382 |
|
|
2019
Q1 | $82K | Buy |
700
+100
| +17% | +$11.7K | ﹤0.01% | 348 |
|
|
2018
Q4 | $50K | Hold |
600
| – | – | ﹤0.01% | 413 |
|
|
2018
Q3 | $66K | Hold |
600
| – | – | ﹤0.01% | 399 |
|
|
2018
Q2 | $45K | Hold |
600
| – | – | ﹤0.01% | 435 |
|
|
2018
Q1 | $39K | Hold |
600
| – | – | ﹤0.01% | 469 |
|
|
2017
Q4 | $46K | Hold |
600
| – | – | ﹤0.01% | 444 |
|
|
2017
Q3 | $46K | Hold |
600
| – | – | ﹤0.01% | 432 |
|
|
2017
Q2 | $63K | Hold |
600
| – | – | ﹤0.01% | 398 |
|
|
2017
Q1 | $40K | Hold |
600
| – | – | ﹤0.01% | 433 |
|
|
2016
Q4 | $35K | Hold |
600
| – | – | ﹤0.01% | 426 |
|
|
2016
Q3 | $26K | Hold |
600
| – | – | ﹤0.01% | 461 |
|
|
2016
Q2 | $21K | Hold |
600
| – | – | ﹤0.01% | 480 |
|
|
2016
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 478 |
|
|
2015
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 507 |
|
|
2015
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 494 |
|
|
2015
Q2 | $19K | Hold |
600
| – | – | ﹤0.01% | 494 |
|
|
2015
Q1 | $20K | Hold |
600
| – | – | ﹤0.01% | 506 |
|
|
2014
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 497 |
|
|
2014
Q3 | $18K | Hold |
600
| – | – | ﹤0.01% | 485 |
|
|
2014
Q2 | $25K | Hold |
600
| – | – | ﹤0.01% | 493 |
|
|
2014
Q1 | $25K | Hold |
600
| – | – | ﹤0.01% | 474 |
|
|
2013
Q4 | $21K | Buy |
600
+100
| +20% | +$3.5K | ﹤0.01% | 468 |
|
|
2013
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 449 |
|
|
2013
Q2 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 481 |
|