Personal Capital Advisors’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,957
| Closed | -$647K | – | 223 |
|
|
2017
Q1 | $647K | Sell |
9,957
-195,480
| -95% | -$12.7M | 0.02% | 156 |
|
|
2016
Q4 | $12M | Sell |
205,437
-36,691
| -15% | -$2.14M | 0.36% | 86 |
|
|
2016
Q3 | $10.6M | Buy |
242,128
+14,174
| +6% | +$621K | 0.36% | 84 |
|
|
2016
Q2 | $8M | Buy |
227,954
+19,623
| +9% | +$688K | 0.31% | 90 |
|
|
2016
Q1 | $7.35M | Buy |
208,331
+19,230
| +10% | +$679K | 0.34% | 85 |
|
|
2015
Q4 | $6.69M | Buy |
189,101
+19,336
| +11% | +$684K | 0.37% | 83 |
|
|
2015
Q3 | $4.95M | Buy |
169,765
+21,194
| +14% | +$618K | 0.33% | 85 |
|
|
2015
Q2 | $4.78M | Buy |
+148,571
| New | +$4.78M | 0.33% | 87 |
|