Moneta Group Investment Advisors’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$193K | – | 508 |
|
|
2018
Q1 | $193K | Hold |
3,000
| – | – | 0.03% | 197 |
|
|
2017
Q4 | $230K | Sell |
3,000
-3,000
| -50% | -$230K | 0.03% | 175 |
|
|
2017
Q3 | $462K | Hold |
6,000
| – | – | 0.07% | 130 |
|
|
2017
Q2 | $505K | Hold |
6,000
| – | – | 0.08% | 123 |
|
|
2017
Q1 | $397K | Hold |
6,000
| – | – | 0.08% | 101 |
|
|
2016
Q4 | $351K | Hold |
6,000
| – | – | 0.07% | 113 |
|
|
2016
Q3 | $264K | Hold |
6,000
| – | – | 0.06% | 115 |
|
|
2016
Q2 | $210K | Hold |
6,000
| – | – | 0.05% | 154 |
|
|
2016
Q1 | $212K | Hold |
6,000
| – | – | 0.05% | 151 |
|
|
2015
Q4 | $212K | Buy |
+6,000
| New | +$212K | 0.05% | 127 |
|