Stonebridge Financial Planning Group’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-110
| Closed | -$11K | – | 413 |
|
|
2021
Q3 | $11K | Hold |
110
| – | – | 0.01% | 332 |
|
|
2021
Q2 | $10K | Hold |
110
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $12K | Hold |
110
| – | – | 0.01% | 345 |
|
|
2020
Q4 | $9K | Hold |
110
| – | – | 0.01% | 333 |
|
|
2020
Q3 | $10K | Sell |
110
-40
| -27% | -$3.64K | 0.01% | 319 |
|
|
2020
Q2 | $13K | Hold |
150
| – | – | 0.01% | 287 |
|
|
2020
Q1 | $7K | Hold |
150
| – | – | 0.01% | 336 |
|
|
2019
Q4 | $8K | Buy |
+150
| New | +$8K | 0.01% | 305 |
|