Berman Capital Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $103K | Sell |
333
-6
| -2% | -$1.86K | 0.02% | 433 |
|
|
2021
Q2 | $155K | Buy |
339
+182
| +116% | +$83.2K | 0.02% | 277 |
|
|
2021
Q1 | $51K | Buy |
157
+27
| +21% | +$8.77K | 0.01% | 474 |
|
|
2020
Q4 | $43K | Buy |
130
+108
| +491% | +$35.7K | 0.01% | 444 |
|
|
2020
Q3 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 1132 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | -$3K | – | 1801 |
|
|
2020
Q1 | $3K | Sell |
44
-26
| -37% | -$1.77K | ﹤0.01% | 1061 |
|
|
2019
Q4 | $9K | Sell |
70
-18
| -20% | -$2.31K | ﹤0.01% | 785 |
|
|
2019
Q3 | $8K | Buy |
+88
| New | +$8K | ﹤0.01% | 792 |
|