Cyndeo Wealth Partners’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,722
| Closed | -$308K | – | 414 |
|
|
2024
Q1 | $308K | Buy |
4,722
+19
| +0.4% | +$1.24K | 0.03% | 322 |
|
|
2023
Q4 | $431K | Buy |
4,703
+206
| +5% | +$18.9K | 0.04% | 265 |
|
|
2023
Q3 | $317K | Buy |
4,497
+267
| +6% | +$18.8K | 0.03% | 268 |
|
|
2023
Q2 | $271K | Buy |
4,230
+924
| +28% | +$59.1K | 0.03% | 282 |
|
|
2023
Q1 | $218K | Buy |
+3,306
| New | +$218K | 0.02% | 298 |
|