Accel Wealth Management’s Roku ROKU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-30
| Closed | -$3K | – | 1090 |
|
2022
Q2 | $3K | Sell |
30
-100
| -77% | -$10K | ﹤0.01% | 866 |
|
2022
Q1 | $16K | Hold |
130
| – | – | 0.01% | 608 |
|
2021
Q4 | $30K | Hold |
130
| – | – | 0.01% | 485 |
|
2021
Q3 | $41K | Hold |
130
| – | – | 0.03% | 355 |
|
2021
Q2 | $60K | Hold |
130
| – | – | 0.04% | 313 |
|
2021
Q1 | $42K | Sell |
130
-30
| -19% | -$9.69K | 0.03% | 346 |
|
2020
Q4 | $53K | Buy |
+160
| New | +$53K | 0.05% | 285 |
|