BerganKDV Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.23K | Hold |
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2023
Q1 | $7.44K | Hold |
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|
2022
Q4 | $4.6K | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $23K | Sell |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | $33K | Buy |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $7K | Hold |
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|
2019
Q3 | $5K | Buy |
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