Clarity Wealth Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,465
| Closed | -$226K | – | 89 |
|
|
2023
Q4 | $226K | Buy |
+2,465
| New | +$226K | 0.09% | 79 |
|
|
2022
Q3 | – | Sell |
-2,495
| Closed | -$204K | – | 68 |
|
|
2022
Q2 | $204K | Hold |
2,495
| – | – | 0.12% | 70 |
|
|
2022
Q1 | $312K | Buy |
2,495
+100
| +4% | +$12.5K | 0.15% | 53 |
|
|
2021
Q4 | $546K | Sell |
2,395
-78
| -3% | -$17.8K | 0.25% | 44 |
|
|
2021
Q3 | $774K | Hold |
2,473
| – | – | 0.38% | 37 |
|
|
2021
Q2 | $1.14M | Hold |
2,473
| – | – | 0.59% | 33 |
|
|
2021
Q1 | $805K | Sell |
2,473
-125
| -5% | -$40.7K | 0.46% | 36 |
|
|
2020
Q4 | $862K | Buy |
2,598
+78
| +3% | +$25.9K | 0.52% | 35 |
|
|
2020
Q3 | $475K | Sell |
2,520
-780
| -24% | -$147K | 0.34% | 43 |
|
|
2020
Q2 | $384K | Sell |
3,300
-700
| -18% | -$81.5K | 0.3% | 48 |
|
|
2020
Q1 | $349K | Buy |
4,000
+500
| +14% | +$43.6K | 0.36% | 43 |
|
|
2019
Q4 | $468K | Buy |
+3,500
| New | +$468K | 0.39% | 39 |
|