CPA
Clear Perspective Advisors’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,538
| Closed | -$482K | – | 185 |
|
|
2021
Q3 | $482K | Sell |
1,538
-6,861
| -82% | -$2.15M | 0.16% | 90 |
|
|
2021
Q2 | $3.86M | Buy |
8,399
+1,338
| +19% | +$614K | 1.34% | 17 |
|
|
2021
Q1 | $2.3M | Sell |
7,061
-1,691
| -19% | -$551K | 0.9% | 21 |
|
|
2020
Q4 | $2.91M | Sell |
8,752
-588
| -6% | -$195K | 1.19% | 20 |
|
|
2020
Q3 | $201 | Buy |
9,340
+2,975
| +47% | +$64 | 0.09% | 134 |
|
|
2020
Q2 | $742K | Buy |
+6,365
| New | +$742K | 0.4% | 46 |
|