Essex Investment Management’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,000
Closed -$988K 367
2023
Q3
$988K Buy
+14,000
New +$988K 0.16% 203
2021
Q4
Sell
-3,873
Closed -$1.21M 427
2021
Q3
$1.21M Hold
3,873
0.15% 203
2021
Q2
$1.78M Hold
3,873
0.21% 163
2021
Q1
$1.26M Sell
3,873
-403
-9% -$131K 0.15% 210
2020
Q4
$1.42M Sell
4,276
-1,571
-27% -$522K 0.18% 182
2020
Q3
$1.1M Buy
+5,847
New +$1.1M 0.16% 204
2019
Q1
Sell
-1,591
Closed -$49K 509
2018
Q4
$49K Buy
+1,591
New +$49K 0.01% 399