Roman Butler Fullerton & Co’s iRobot IRBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,030
Closed -$272K 215
2023
Q4
$272K Buy
16,030
+2,295
+17% +$39K 0.11% 175
2023
Q3
$526K Buy
+13,735
New +$526K 0.25% 98