Steward Partners Investment Advisory’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30
| Closed | -$1.14K | – | 3520 |
|
|
2023
Q3 | $1.14K | Buy |
+30
| New | +$1.14K | ﹤0.01% | 3169 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$626 | – | 3368 |
|
|
2022
Q4 | $626 | Buy |
+13
| New | +$626 | ﹤0.01% | 3176 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | -$1K | – | 3309 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 3190 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 3097 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 3080 |
|
|
2021
Q2 | $1K | Sell |
10
-542
| -98% | -$54.2K | ﹤0.01% | 6964 |
|
|
2021
Q1 | $67.4K | Buy |
552
+467
| +549% | +$57.1K | ﹤0.01% | 1838 |
|
|
2020
Q4 | $7K | Hold |
85
| – | – | ﹤0.01% | 2424 |
|
|
2020
Q3 | $6K | Hold |
85
| – | – | ﹤0.01% | 2310 |
|
|
2020
Q2 | $7K | Hold |
85
| – | – | ﹤0.01% | 2165 |
|
|
2020
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 2221 |
|
|
2019
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 2303 |
|
|
2019
Q3 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 2243 |
|