CWA
Clarus Wealth Advisors’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-800
| Closed | -$244K | – | 119 |
|
|
2021
Q3 | $244K | Hold |
800
| – | – | 0.15% | 92 |
|
|
2021
Q2 | $347K | Hold |
800
| – | – | 0.22% | 76 |
|
|
2021
Q1 | $299K | Sell |
800
-4
| -0.5% | -$1.5K | 0.19% | 99 |
|
|
2020
Q4 | $324K | Buy |
+804
| New | +$324K | 0.22% | 94 |
|
|
2020
Q2 | – | Sell |
-6,616
| Closed | -$539K | – | 145 |
|
|
2020
Q1 | $539K | Buy |
+6,616
| New | +$539K | 0.54% | 56 |
|
|
2019
Q3 | – | Sell |
-1,450
| Closed | -$131K | – | 465 |
|
|
2019
Q2 | $131K | Hold |
1,450
| – | – | 0.09% | 156 |
|
|
2019
Q1 | $94K | Sell |
1,450
-1,000
| -41% | -$64.8K | 0.07% | 208 |
|
|
2018
Q4 | $75K | Buy |
+2,450
| New | +$75K | 0.12% | 206 |
|