B. Riley Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,309
| Closed | -$299K | – | 688 |
|
|
2021
Q4 | $299K | Sell |
1,309
-512
| -28% | -$117K | 0.02% | 481 |
|
|
2021
Q3 | $571K | Buy |
1,821
+458
| +34% | +$144K | 0.04% | 303 |
|
|
2021
Q2 | $626K | Buy |
1,363
+419
| +44% | +$192K | 0.07% | 201 |
|
|
2021
Q1 | $308K | Sell |
944
-449
| -32% | -$146K | 0.04% | 297 |
|
|
2020
Q4 | $463K | Sell |
1,393
-1,510
| -52% | -$502K | 0.06% | 210 |
|
|
2020
Q3 | $548K | Sell |
2,903
-343
| -11% | -$64.7K | 0.06% | 213 |
|
|
2020
Q2 | $378K | Sell |
3,246
-2,510
| -44% | -$292K | 0.04% | 261 |
|
|
2020
Q1 | $503K | Buy |
5,756
+696
| +14% | +$60.8K | 0.05% | 265 |
|
|
2019
Q4 | $678K | Buy |
5,060
+1,112
| +28% | +$149K | 0.1% | 185 |
|
|
2019
Q3 | $402K | Buy |
+3,948
| New | +$402K | 0.07% | 232 |
|