B. Riley Wealth Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,778
| Closed | -$224K | – | 1363 |
|
|
2022
Q1 | $224K | Sell |
1,778
-312
| -15% | -$39.3K | 0.01% | 1158 |
|
|
2021
Q4 | $477K | Sell |
2,090
-811
| -28% | -$185K | 0.01% | 833 |
|
|
2021
Q3 | $910K | Buy |
2,901
+193
| +7% | +$60.5K | 0.03% | 550 |
|
|
2021
Q2 | $1.24M | Buy |
2,708
+318
| +13% | +$146K | 0.04% | 450 |
|
|
2021
Q1 | $779K | Buy |
2,390
+626
| +35% | +$204K | 0.03% | 559 |
|
|
2020
Q4 | $587K | Buy |
1,764
+284
| +19% | +$94.5K | 0.03% | 490 |
|
|
2020
Q3 | $280K | Sell |
1,480
-274
| -16% | -$51.8K | 0.01% | 730 |
|
|
2020
Q2 | $205K | Sell |
1,754
-1,303
| -43% | -$152K | 0.01% | 766 |
|
|
2020
Q1 | $268K | Buy |
+3,057
| New | +$268K | 0.02% | 577 |
|
|
2019
Q3 | – | Sell |
-4,349
| Closed | -$394K | – | 844 |
|
|
2019
Q2 | $394K | Buy |
+4,349
| New | +$394K | 0.04% | 465 |
|
|
2019
Q1 | – | Sell |
-9,635
| Closed | -$296K | – | 774 |
|
|
2018
Q4 | $296K | Buy |
9,635
+3,720
| +63% | +$114K | 0.04% | 436 |
|
|
2018
Q3 | $432K | Buy |
+5,915
| New | +$432K | 0.05% | 384 |
|