Clearview Wealth Advisors’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 |
-10
| Closed | -$640 | – | 515 |
|
|
2023
Q2 | $640 | Buy |
+10
| New | +$640 | ﹤0.01% | 627 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$407 | – | 707 |
|
|
2022
Q4 | $407 | Sell |
10
-20
| -67% | -$814 | ﹤0.01% | 565 |
|
|
2022
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 499 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | -$1K | – | 681 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 660 |
|