Wealthcare Advisory Partners’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1198 |
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1990 |
|
2020
Q2 | – | Sell |
-60
| Closed | -$2K | – | 853 |
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1299 |
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 1201 |
|
2019
Q3 | $4K | Buy |
60
+20
| +50% | +$1.33K | ﹤0.01% | 1109 |
|
2019
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 1099 |
|
2019
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 970 |
|
2018
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 1031 |
|
2018
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 1032 |
|
2018
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 1074 |
|