Everhart Financial Group’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 |
-1,980
| Closed | -$452K | – | 137 |
|
|
2021
Q4 | $452K | Sell |
1,980
-161
| -8% | -$36.8K | 0.27% | 67 |
|
|
2021
Q3 | $670K | Sell |
2,141
-856
| -29% | -$268K | 0.46% | 45 |
|
|
2021
Q2 | $1.38M | Buy |
2,997
+304
| +11% | +$140K | 0.95% | 30 |
|
|
2021
Q1 | $878K | Sell |
2,693
-134
| -5% | -$43.7K | 0.77% | 31 |
|
|
2020
Q4 | $938K | Buy |
+2,827
| New | +$938K | 0.87% | 31 |
|