Edge Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-40
| Closed | -$9K | – | 379 |
|
|
2021
Q4 | $9K | Hold |
40
| – | – | ﹤0.01% | 299 |
|
|
2021
Q3 | $13K | Hold |
40
| – | – | ﹤0.01% | 300 |
|
|
2021
Q2 | $18K | Hold |
40
| – | – | ﹤0.01% | 284 |
|
|
2021
Q1 | $13K | Hold |
40
| – | – | ﹤0.01% | 293 |
|
|
2020
Q4 | $13K | Buy |
40
+30
| +300% | +$9.75K | ﹤0.01% | 271 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 391 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 630 |
|
|
2020
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 586 |
|