Lyell Wealth Management’s iRobot IRBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-4,000
Closed -$337K 107
2017
Q2
$337K Hold
4,000
0.16% 87
2017
Q1
$265K Hold
4,000
0.14% 92
2016
Q4
$234K Buy
+4,000
New +$234K 0.15% 88