Reilly Financial Advisors’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25
| Closed | -$1K | – | 929 |
|
|
2020
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 839 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$24K | – | 985 |
|
|
2019
Q1 | $24K | Hold |
200
| – | – | ﹤0.01% | 488 |
|
|
2018
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 529 |
|
|
2018
Q3 | $22K | Hold |
200
| – | – | ﹤0.01% | 530 |
|
|
2018
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 580 |
|
|
2018
Q1 | $13K | Buy |
200
+100
| +100% | +$6.5K | ﹤0.01% | 590 |
|
|
2017
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 696 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$4K | – | 847 |
|
|
2014
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 707 |
|
|
2014
Q1 | $4K | Sell |
100
-300
| -75% | -$12K | ﹤0.01% | 697 |
|
|
2013
Q4 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 464 |
|