Arete Wealth Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+2,785
| New | +$245K | 0.02% | 626 |
|
|
2025
Q1 | – | Sell |
-2,785
| Closed | -$206K | – | 798 |
|
|
2024
Q4 | $206K | Buy |
+2,785
| New | +$206K | 0.01% | 697 |
|
|
2022
Q1 | – | Sell |
-1,738
| Closed | -$402K | – | 546 |
|
|
2021
Q4 | $402K | Sell |
1,738
-95
| -5% | -$22K | 0.03% | 326 |
|
|
2021
Q3 | $574K | Buy |
1,833
+24
| +1% | +$7.52K | 0.06% | 237 |
|
|
2021
Q2 | $629K | Sell |
1,809
-89
| -5% | -$30.9K | 0.09% | 175 |
|
|
2021
Q1 | $618K | Sell |
1,898
-105
| -5% | -$34.2K | 0.08% | 208 |
|
|
2020
Q4 | $656K | Sell |
2,003
-11
| -0.5% | -$3.6K | 0.09% | 190 |
|
|
2020
Q3 | $403K | Sell |
2,014
-110
| -5% | -$22K | 0.06% | 248 |
|
|
2020
Q2 | $248K | Buy |
+2,124
| New | +$248K | 0.04% | 318 |
|
|
2020
Q1 | – | Sell |
-1,941
| Closed | -$260K | – | 397 |
|
|
2019
Q4 | $260K | Buy |
+1,941
| New | +$260K | 0.05% | 326 |
|