Bartlett & Co Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$14.1K | – | 1199 |
|
|
2023
Q4 | $14.1K | Buy |
+150
| New | +$14.1K | ﹤0.01% | 944 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$2.3K | – | 1050 |
|
|
2021
Q2 | $2.3K | Hold |
5
| – | – | ﹤0.01% | 835 |
|
|
2021
Q1 | $1.63K | Hold |
5
| – | – | ﹤0.01% | 907 |
|
|
2020
Q4 | $1.66K | Buy |
+5
| New | +$1.66K | ﹤0.01% | 948 |
|