Evolution Wealth Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-25
| Closed | -$11K | – | 686 |
|
2021
Q2 | $11K | Buy |
+25
| New | +$11K | ﹤0.01% | 394 |
|
2021
Q1 | – | Sell |
-90
| Closed | -$30K | – | 663 |
|
2020
Q4 | $30K | Buy |
+90
| New | +$30K | 0.01% | 221 |
|
2020
Q2 | – | Sell |
-60
| Closed | -$5K | – | 563 |
|
2020
Q1 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 257 |
|
2019
Q4 | – | Sell |
-470
| Closed | -$48K | – | 681 |
|
2019
Q3 | $48K | Buy |
+470
| New | +$48K | 0.02% | 58 |
|