CWM
Cornerstone Wealth Management’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+2,628
| New | +$231K | 0.01% | 583 |
|
|
2025
Q1 | – | Sell |
-2,728
| Closed | -$203K | – | 615 |
|
|
2024
Q4 | $203K | Sell |
2,728
-110
| -4% | -$8.18K | 0.01% | 562 |
|
|
2024
Q3 | $212K | Buy |
+2,838
| New | +$212K | 0.01% | 535 |
|
|
2024
Q1 | – | Sell |
-2,809
| Closed | -$257K | – | 541 |
|
|
2023
Q4 | $257K | Sell |
2,809
-26
| -0.9% | -$2.38K | 0.02% | 445 |
|
|
2023
Q3 | $200K | Buy |
+2,835
| New | +$200K | 0.02% | 509 |
|
|
2022
Q1 | – | Sell |
-1,203
| Closed | -$272K | – | 514 |
|
|
2021
Q4 | $272K | Buy |
1,203
+82
| +7% | +$18.5K | 0.03% | 415 |
|
|
2021
Q3 | $351K | Buy |
1,121
+35
| +3% | +$11K | 0.04% | 330 |
|
|
2021
Q2 | $499K | Sell |
1,086
-56
| -5% | -$25.7K | 0.05% | 283 |
|
|
2021
Q1 | $372K | Buy |
1,142
+107
| +10% | +$34.9K | 0.04% | 313 |
|
|
2020
Q4 | $344K | Buy |
+1,035
| New | +$344K | 0.04% | 310 |
|