AWM
Activest Wealth Management’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02K | Buy |
+23
| New | +$2.02K | ﹤0.01% | 687 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1357 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1125 |
|
|
2023
Q1 | – | Sell |
-1,200
| Closed | -$48.8K | – | 511 |
|
|
2022
Q4 | $48.8K | Hold |
1,200
| – | – | 0.01% | 184 |
|
|
2022
Q3 | $68K | Buy |
+1,200
| New | +$68K | 0.02% | 165 |
|
|
2021
Q4 | – | Sell |
-105
| Closed | -$33K | – | 393 |
|
|
2021
Q3 | $33K | Buy |
105
+72
| +218% | +$22.6K | 0.02% | 138 |
|
|
2021
Q2 | $15K | Sell |
33
-105
| -76% | -$47.7K | 0.01% | 170 |
|
|
2021
Q1 | $45K | Buy |
+138
| New | +$45K | 0.04% | 103 |
|