Wealthspire Advisors (Maryland)’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-212
| Closed | -$25K | – | 1234 |
|
|
2019
Q1 | $25K | Hold |
212
| – | – | ﹤0.01% | 1187 |
|
|
2018
Q4 | $18K | Buy |
212
+7
| +3% | +$594 | ﹤0.01% | 1246 |
|
|
2018
Q3 | $23K | Sell |
205
-12
| -6% | -$1.35K | ﹤0.01% | 1251 |
|
|
2018
Q2 | $16K | Buy |
217
+19
| +10% | +$1.4K | ﹤0.01% | 1395 |
|
|
2018
Q1 | $13K | Hold |
198
| – | – | ﹤0.01% | 1460 |
|
|
2017
Q4 | $15K | Buy |
198
+65
| +49% | +$4.92K | ﹤0.01% | 1430 |
|
|
2017
Q3 | $10K | Buy |
133
+33
| +33% | +$2.48K | ﹤0.01% | 1576 |
|
|
2017
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1620 |
|
|
2016
Q2 | – | Sell |
-35
| Closed | -$1K | – | 1754 |
|
|
2016
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1651 |
|