Bison Wealth’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,864
| Closed | -$247K | – | 404 |
|
2023
Q2 | $247K | Sell |
3,864
-47
| -1% | -$3.01K | 0.05% | 321 |
|
2023
Q1 | $222K | Buy |
3,911
+50
| +1% | +$2.84K | 0.07% | 232 |
|
2022
Q4 | $208K | Sell |
3,861
-539
| -12% | -$29.1K | 0.07% | 249 |
|
2022
Q3 | $248K | Buy |
+4,400
| New | +$248K | 0.1% | 214 |
|
2021
Q2 | – | Sell |
-1,129
| Closed | -$368K | – | 486 |
|
2021
Q1 | $368K | Sell |
1,129
-113
| -9% | -$36.8K | 0.16% | 170 |
|
2020
Q4 | $412K | Buy |
1,242
+48
| +4% | +$15.9K | 0.19% | 131 |
|
2020
Q3 | $225K | Buy |
+1,194
| New | +$225K | 0.13% | 162 |
|