Patriot Financial Group Insurance Agency’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-248
| Closed | -$9K | – | 1153 |
|
|
2022
Q2 | $9K | Sell |
248
-14
| -5% | -$508 | ﹤0.01% | 1289 |
|
|
2022
Q1 | $17K | Sell |
262
-4
| -2% | -$260 | ﹤0.01% | 1153 |
|
|
2021
Q4 | $18K | Sell |
266
-100
| -27% | -$6.77K | ﹤0.01% | 1259 |
|
|
2021
Q3 | $29K | Buy |
366
+14
| +4% | +$1.11K | 0.01% | 1063 |
|
|
2021
Q2 | $33K | Sell |
352
-10
| -3% | -$938 | 0.01% | 986 |
|
|
2021
Q1 | $44K | Buy |
362
+10
| +3% | +$1.22K | 0.01% | 806 |
|
|
2020
Q4 | $28K | Hold |
352
| – | – | 0.01% | 875 |
|
|
2020
Q3 | $27K | Hold |
352
| – | – | 0.01% | 702 |
|
|
2020
Q2 | $30K | Buy |
352
+55
| +19% | +$4.69K | 0.01% | 636 |
|
|
2020
Q1 | $12K | Buy |
297
+62
| +26% | +$2.51K | 0.01% | 800 |
|
|
2019
Q4 | $12K | Sell |
235
-250
| -52% | -$12.8K | ﹤0.01% | 796 |
|
|
2019
Q3 | $30K | Buy |
485
+50
| +11% | +$3.09K | 0.01% | 542 |
|
|
2019
Q2 | $39K | Buy |
435
+200
| +85% | +$17.9K | 0.02% | 479 |
|
|
2019
Q1 | $28K | Hold |
235
| – | – | 0.01% | 486 |
|
|
2018
Q4 | $20K | Hold |
235
| – | – | 0.01% | 478 |
|
|
2018
Q3 | $26K | Buy |
235
+185
| +370% | +$20.5K | 0.02% | 434 |
|
|
2018
Q2 | $4K | Sell |
50
-75
| -60% | -$6K | ﹤0.01% | 501 |
|
|
2018
Q1 | $8K | Sell |
125
-25
| -17% | -$1.6K | 0.01% | 633 |
|
|
2017
Q4 | $12K | Buy |
+150
| New | +$12K | 0.01% | 556 |
|