WFG Advisors’s iRobot IRBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $29K | Hold |
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|
2017
Q1 | $23K | Sell |
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|
2016
Q4 | $314K | Buy |
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|
2016
Q3 | $233K | Hold |
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|
2016
Q2 | $186K | Hold |
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|
2016
Q1 | $187K | Sell |
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|
2015
Q4 | $222K | Hold |
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|
2015
Q3 | $183K | Sell |
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|
2015
Q2 | $216K | Hold |
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|
2015
Q1 | $221K | Hold |
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|
2014
Q4 | $235K | Sell |
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|
2014
Q3 | $208K | Buy |
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|
2014
Q2 | $277K | Buy |
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|
2014
Q1 | $245K | Buy |
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|
2013
Q4 | $202K | Buy |
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|
2013
Q3 | $198K | Buy |
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|
2013
Q2 | $189K | Buy |
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