United Capital Financial Advisors’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-12,047
| Closed | -$924K | – | 1331 |
|
|
2017
Q4 | $924K | Sell |
12,047
-3,144
| -21% | -$241K | 0.01% | 799 |
|
|
2017
Q3 | $1.17M | Sell |
15,191
-697
| -4% | -$53.7K | 0.01% | 733 |
|
|
2017
Q2 | $1.34M | Buy |
15,888
+4,143
| +35% | +$349K | 0.01% | 683 |
|
|
2017
Q1 | $777K | Buy |
11,745
+125
| +1% | +$8.27K | 0.01% | 812 |
|
|
2016
Q4 | $679K | Sell |
11,620
-1,459
| -11% | -$85.3K | 0.01% | 853 |
|
|
2016
Q3 | $575K | Sell |
13,079
-777
| -6% | -$34.2K | 0.01% | 920 |
|
|
2016
Q2 | $485K | Sell |
13,856
-749
| -5% | -$26.2K | ﹤0.01% | 929 |
|
|
2016
Q1 | $516K | Sell |
14,605
-1,420
| -9% | -$50.2K | 0.01% | 871 |
|
|
2015
Q4 | $567K | Buy |
16,025
+299
| +2% | +$10.6K | 0.01% | 854 |
|
|
2015
Q3 | $458K | Buy |
15,726
+2,558
| +19% | +$74.5K | 0.01% | 922 |
|
|
2015
Q2 | $420K | Buy |
+13,168
| New | +$420K | ﹤0.01% | 972 |
|