EverSource Wealth Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
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|
2025
Q1 | $40K | Buy |
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|
2024
Q4 | $27.1K | Sell |
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|
2024
Q3 | $48.2K | Sell |
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|
2024
Q2 | $39.5K | Buy |
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|
2024
Q1 | $17.5K | Sell |
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|
2023
Q4 | $50.9K | Sell |
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|
2023
Q3 | $77.1K | Sell |
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|
2023
Q2 | $76.3K | Sell |
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|
2023
Q1 | $85.5K | Sell |
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|
2022
Q4 | $56.3K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $12K | Buy |
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