Crown Wealth Group’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,086
| Closed | -$203K | – | 73 |
|
2023
Q1 | $203K | Buy |
+3,086
| New | +$203K | 0.17% | 60 |
|
2022
Q4 | – | Sell |
-3,651
| Closed | -$206K | – | 74 |
|
2022
Q3 | $206K | Buy |
3,651
+540
| +17% | +$30.5K | 0.21% | 54 |
|
2022
Q2 | $256K | Buy |
3,111
+400
| +15% | +$32.9K | 0.23% | 54 |
|
2022
Q1 | $340K | Buy |
+2,711
| New | +$340K | 0.24% | 62 |
|