Baldwin Wealth Partners’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,100
| Closed | -$62K | – | 817 |
|
|
2022
Q3 | $62K | Hold |
1,100
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $90K | Hold |
1,100
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $138K | Hold |
1,100
| – | – | 0.01% | 243 |
|
|
2021
Q4 | $251K | Buy |
1,100
+100
| +10% | +$22.8K | 0.03% | 186 |
|
|
2021
Q3 | $313K | Hold |
1,000
| – | – | 0.03% | 158 |
|
|
2021
Q2 | $459K | Hold |
1,000
| – | – | 0.05% | 128 |
|
|
2021
Q1 | $326K | Hold |
1,000
| – | – | 0.04% | 141 |
|
|
2020
Q4 | $332K | Hold |
1,000
| – | – | 0.04% | 135 |
|
|
2020
Q3 | $189K | Hold |
1,000
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $117K | Hold |
1,000
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $87K | Buy |
+1,000
| New | +$87K | 0.02% | 215 |
|