Walled Lake Planning & Wealth Management’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 |
-1,060
| Closed | -$83K | – | 204 |
|
|
2021
Q3 | $83K | Hold |
1,060
| – | – | 0.05% | 129 |
|
|
2021
Q2 | $99K | Hold |
1,060
| – | – | 0.06% | 117 |
|
|
2021
Q1 | $130K | Hold |
1,060
| – | – | 0.09% | 93 |
|
|
2020
Q4 | $85K | Hold |
1,060
| – | – | 0.06% | 107 |
|
|
2020
Q3 | $80K | Hold |
1,060
| – | – | 0.06% | 102 |
|
|
2020
Q2 | $89K | Hold |
1,060
| – | – | 0.07% | 93 |
|
|
2020
Q1 | $43K | Buy |
1,060
+160
| +18% | +$6.49K | 0.04% | 108 |
|
|
2019
Q4 | $46K | Buy |
+900
| New | +$46K | 0.03% | 121 |
|