Tiedemann Advisors’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,325
| Closed | -$410K | – | 279 |
|
|
2017
Q3 | $410K | Sell |
9,325
-517
| -5% | -$22.7K | 0.04% | 243 |
|
|
2017
Q2 | $828K | Buy |
9,842
+200
| +2% | +$16.8K | 0.06% | 239 |
|
|
2017
Q1 | $637K | Buy |
9,642
+642
| +7% | +$42.4K | 0.05% | 237 |
|
|
2016
Q4 | $526K | Buy |
+9,000
| New | +$526K | 0.05% | 205 |
|