Ropes Wealth Advisors’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-124
| Closed | -$10K | – | 503 |
|
|
2020
Q4 | $10K | Buy |
124
+24
| +24% | +$1.94K | ﹤0.01% | 535 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 531 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 463 |
|
|
2020
Q1 | $4K | Sell |
100
-250
| -71% | -$10K | ﹤0.01% | 466 |
|
|
2019
Q4 | $18K | Hold |
350
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $22K | Sell |
350
-1,000
| -74% | -$62.9K | ﹤0.01% | 423 |
|
|
2019
Q2 | $124K | Hold |
1,350
| – | – | 0.03% | 262 |
|
|
2019
Q1 | $159K | Hold |
1,350
| – | – | 0.04% | 237 |
|
|
2018
Q4 | $113K | Hold |
1,350
| – | – | 0.03% | 251 |
|
|
2018
Q3 | $148K | Hold |
1,350
| – | – | 0.04% | 246 |
|
|
2018
Q2 | $102K | Hold |
1,350
| – | – | 0.03% | 284 |
|
|
2018
Q1 | $87K | Buy |
1,350
+150
| +13% | +$9.67K | 0.02% | 280 |
|
|
2017
Q4 | $92K | Buy |
1,200
+1,000
| +500% | +$76.7K | 0.02% | 287 |
|
|
2017
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 455 |
|
|
2017
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 409 |
|
|
2017
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2016
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 434 |
|
|
2016
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 417 |
|
|
2016
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 382 |
|
|
2016
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 343 |
|