Beese Fulmer Investment 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 |
-1,240
| Closed | -$283K | – | 242 |
|
|
2021
Q4 | $283K | Sell |
1,240
-185
| -13% | -$42.2K | 0.03% | 194 |
|
|
2021
Q3 | $447K | Hold |
1,425
| – | – | 0.05% | 162 |
|
|
2021
Q2 | $654K | Buy |
1,425
+382
| +37% | +$175K | 0.07% | 135 |
|
|
2021
Q1 | $340K | Buy |
1,043
+19
| +2% | +$6.19K | 0.04% | 165 |
|
|
2020
Q4 | $340K | Buy |
+1,024
| New | +$340K | 0.04% | 162 |
|
|
2020
Q3 | – | Sell |
-868
| Closed | -$101K | – | 468 |
|
|
2020
Q2 | $101K | Buy |
+868
| New | +$101K | 0.01% | 244 |
|