Caliber Wealth Management (Utah)’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 |
-1,437
| Closed | -$241K | – | 67 |
|
|
2021
Q4 | $241K | Sell |
1,437
-5,181
| -78% | -$869K | 0.17% | 65 |
|
|
2021
Q3 | $2.28M | Sell |
6,618
-39
| -0.6% | -$13.4K | 1.61% | 15 |
|
|
2021
Q2 | $3.06M | Buy |
6,657
+561
| +9% | +$258K | 2.16% | 4 |
|
|
2021
Q1 | $1.99M | Sell |
6,096
-2,357
| -28% | -$768K | 1.44% | 13 |
|
|
2020
Q4 | $2.81M | Buy |
+8,453
| New | +$2.81M | 2.75% | 6 |
|