Baystate Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.7K | Buy |
51
+26
| +104% | +$2.4K | ﹤0.01% | 901 |
|
|
2023
Q3 | $1.77K | Hold |
25
| – | – | ﹤0.01% | 820 |
|
|
2023
Q2 | $1.6K | Buy |
25
+3
| +14% | +$192 | ﹤0.01% | 876 |
|
|
2023
Q1 | $1.46K | Hold |
22
| – | – | ﹤0.01% | 887 |
|
|
2022
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 897 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 843 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 780 |
|
|
2022
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 720 |
|
|
2021
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 655 |
|
|
2021
Q3 | $7K | Hold |
22
| – | – | ﹤0.01% | 568 |
|
|
2021
Q2 | $10K | Hold |
22
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $7K | Buy |
+22
| New | +$7K | ﹤0.01% | 492 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$17K | – | 727 |
|
|
2020
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
|
2019
Q4 | $27K | Buy |
+200
| New | +$27K | ﹤0.01% | 289 |
|