Avion Wealth’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23K | Sell |
265
-3
| -1% | -$260 | 0.01% | 293 |
|
2025
Q1 | $19K | Hold |
268
| – | – | ﹤0.01% | 298 |
|
2024
Q4 | $19K | Sell |
268
-222
| -45% | -$15.7K | ﹤0.01% | 298 |
|
2024
Q3 | $36K | Buy |
490
+8
| +2% | +$588 | 0.01% | 197 |
|
2024
Q2 | $28K | Buy |
482
+266
| +123% | +$15.5K | 0.01% | 208 |
|
2024
Q1 | $15K | Buy |
216
+66
| +44% | +$4.58K | ﹤0.01% | 253 |
|
2023
Q4 | $14K | Sell |
150
-6
| -4% | -$560 | ﹤0.01% | 245 |
|
2023
Q3 | $11K | Buy |
156
+6
| +4% | +$423 | ﹤0.01% | 262 |
|
2023
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 302 |
|
2023
Q1 | $6K | Buy |
150
+100
| +200% | +$4K | ﹤0.01% | 305 |
|
2022
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 386 |
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 372 |
|
2022
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 351 |
|