Mission Wealth Management’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,135
| Closed | -$159K | – | 643 |
|
|
2024
Q1 | $159K | Sell |
18,135
-1,029
| -5% | -$9.01K | ﹤0.01% | 617 |
|
|
2023
Q4 | $742K | Buy |
19,164
+961
| +5% | +$37.2K | 0.02% | 283 |
|
|
2023
Q3 | $690K | Buy |
18,203
+33
| +0.2% | +$1.25K | 0.03% | 274 |
|
|
2023
Q2 | $822K | Sell |
18,170
-200
| -1% | -$9.05K | 0.03% | 250 |
|
|
2023
Q1 | $802K | Sell |
18,370
-132
| -0.7% | -$5.76K | 0.03% | 252 |
|
|
2022
Q4 | $891K | Buy |
18,502
+409
| +2% | +$19.7K | 0.04% | 216 |
|
|
2022
Q3 | $1.02M | Buy |
18,093
+1,249
| +7% | +$70.3K | 0.05% | 170 |
|
|
2022
Q2 | $619K | Buy |
16,844
+7,069
| +72% | +$260K | 0.03% | 259 |
|
|
2022
Q1 | $620K | Buy |
9,775
+3,010
| +44% | +$191K | 0.03% | 262 |
|
|
2021
Q4 | $446K | Sell |
6,765
-381
| -5% | -$25.1K | 0.02% | 316 |
|
|
2021
Q3 | $561K | Buy |
7,146
+825
| +13% | +$64.8K | 0.03% | 253 |
|
|
2021
Q2 | $590K | Buy |
6,321
+52
| +0.8% | +$4.85K | 0.03% | 253 |
|
|
2021
Q1 | $766K | Buy |
6,269
+492
| +9% | +$60.1K | 0.04% | 183 |
|
|
2020
Q4 | $464K | Buy |
5,777
+2,130
| +58% | +$171K | 0.03% | 255 |
|
|
2020
Q3 | $277K | Buy |
3,647
+301
| +9% | +$22.9K | 0.02% | 288 |
|
|
2020
Q2 | $281K | Buy |
+3,346
| New | +$281K | 0.02% | 267 |
|
|
2019
Q3 | – | Sell |
-2,687
| Closed | -$246K | – | 328 |
|
|
2019
Q2 | $246K | Buy |
2,687
+55
| +2% | +$5.04K | 0.03% | 263 |
|
|
2019
Q1 | $310K | Buy |
+2,632
| New | +$310K | 0.04% | 222 |
|