SWA
Sutton Wealth Advisors’s iRobot IRBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-585
| Closed | -$28.2K | – | 1171 |
|
|
2022
Q4 | $28.2K | Hold |
585
| – | – | 0.01% | 569 |
|
|
2022
Q3 | $33K | Buy |
585
+5
| +0.9% | +$282 | 0.01% | 495 |
|
|
2022
Q2 | $21.3K | Hold |
580
| – | – | 0.01% | 654 |
|
|
2022
Q1 | $36.8K | Hold |
580
| – | – | 0.01% | 502 |
|
|
2021
Q4 | $38.2K | Hold |
580
| – | – | 0.01% | 499 |
|
|
2021
Q3 | $45.5K | Hold |
580
| – | – | 0.02% | 418 |
|
|
2021
Q2 | $54.2K | Hold |
580
| – | – | 0.02% | 388 |
|
|
2021
Q1 | $70.9K | Sell |
580
-55
| -9% | -$6.72K | 0.03% | 303 |
|
|
2020
Q4 | $51K | Hold |
635
| – | – | 0.02% | 343 |
|
|
2020
Q3 | $48.2K | Hold |
635
| – | – | 0.02% | 313 |
|
|
2020
Q2 | $53.3K | Hold |
635
| – | – | 0.03% | 287 |
|
|
2020
Q1 | $26K | Hold |
635
| – | – | 0.02% | 405 |
|
|
2019
Q4 | $32.2K | Hold |
635
| – | – | 0.02% | 435 |
|
|
2019
Q3 | $39.2K | Hold |
635
| – | – | 0.02% | 371 |
|
|
2019
Q2 | $58.2K | Hold |
635
| – | – | 0.03% | 271 |
|
|
2019
Q1 | $74.7K | Hold |
635
| – | – | 0.04% | 236 |
|
|
2018
Q4 | $53.2K | Hold |
635
| – | – | 0.03% | 267 |
|
|
2018
Q3 | $69.8K | Hold |
635
| – | – | 0.05% | 236 |
|
|
2018
Q2 | $48.1K | Hold |
635
| – | – | 0.03% | 296 |
|
|
2018
Q1 | $40.8K | Hold |
635
| – | – | 0.03% | 329 |
|
|
2017
Q4 | $48.7K | Hold |
635
| – | – | 0.04% | 278 |
|
|
2017
Q3 | $48.9K | Hold |
635
| – | – | 0.04% | 273 |
|
|
2017
Q2 | $53.4K | Hold |
635
| – | – | 0.04% | 256 |
|
|
2017
Q1 | $42K | Hold |
635
| – | – | 0.04% | 295 |
|
|
2016
Q4 | $37.1K | Hold |
635
| – | – | 0.03% | 320 |
|
|
2016
Q3 | $27.9K | Hold |
635
| – | – | 0.03% | 376 |
|
|
2016
Q2 | $22.3K | Hold |
635
| – | – | 0.02% | 417 |
|
|
2016
Q1 | $22.4K | Buy |
+635
| New | +$22.4K | 0.02% | 409 |
|