Needham Investment Management’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,500
| Closed | -$734K | – | 112 |
|
|
2019
Q4 | $734K | Buy |
+14,500
| New | +$734K | 0.2% | 71 |
|
|
2017
Q3 | – | Sell |
-3,000
| Closed | -$252K | – | 90 |
|
|
2017
Q2 | $252K | Sell |
3,000
-1,000
| -25% | -$84K | 0.07% | 94 |
|
|
2017
Q1 | $265K | Hold |
4,000
| – | – | 0.07% | 100 |
|
|
2016
Q4 | $234K | Buy |
+4,000
| New | +$234K | 0.06% | 95 |
|
|
2015
Q2 | – | Sell |
-15,000
| Closed | -$489K | – | 110 |
|
|
2015
Q1 | $489K | Hold |
15,000
| – | – | 0.1% | 88 |
|
|
2014
Q4 | $521K | Hold |
15,000
| – | – | 0.11% | 89 |
|
|
2014
Q3 | $457K | Hold |
15,000
| – | – | 0.1% | 90 |
|
|
2014
Q2 | $614K | Buy |
+15,000
| New | +$614K | 0.13% | 84 |
|