BerganKDV 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
Q2 | $7.23K | Hold |
113
| – | – | ﹤0.01% | 580 |
|
|
2023
Q1 | $7.44K | Hold |
113
| – | – | ﹤0.01% | 642 |
|
|
2022
Q4 | $4.6K | Buy |
113
+13
| +13% | +$529 | ﹤0.01% | 683 |
|
|
2022
Q3 | $6K | Sell |
100
-5
| -5% | -$300 | ﹤0.01% | 658 |
|
|
2022
Q2 | $9K | Sell |
105
-1
| -0.9% | -$86 | ﹤0.01% | 612 |
|
|
2022
Q1 | $13K | Buy |
106
+6
| +6% | +$736 | ﹤0.01% | 580 |
|
|
2021
Q4 | $23K | Sell |
100
-11
| -10% | -$2.53K | ﹤0.01% | 531 |
|
|
2021
Q3 | $35K | Hold |
111
| – | – | ﹤0.01% | 448 |
|
|
2021
Q2 | $51K | Buy |
111
+10
| +10% | +$4.6K | 0.01% | 381 |
|
|
2021
Q1 | $33K | Buy |
101
+61
| +153% | +$19.9K | ﹤0.01% | 422 |
|
|
2020
Q4 | $13K | Buy |
+40
| New | +$13K | ﹤0.01% | 529 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | -$6K | – | 988 |
|
|
2020
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 612 |
|
|
2020
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 629 |
|
|
2019
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2019
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 565 |
|