Financial Architects (New Jersey)’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-774
| Closed | -$257K | – | 340 |
|
|
2020
Q4 | $257K | Buy |
+774
| New | +$257K | 0.05% | 247 |
|
|
2020
Q3 | – | Sell |
-1,420
| Closed | -$165K | – | 654 |
|
|
2020
Q2 | $165K | Sell |
1,420
-1,175
| -45% | -$137K | 0.04% | 269 |
|
|
2020
Q1 | $227K | Sell |
2,595
-3,407
| -57% | -$298K | 0.06% | 200 |
|
|
2019
Q4 | $804K | Buy |
6,002
+1,657
| +38% | +$222K | 0.17% | 109 |
|
|
2019
Q3 | $442K | Buy |
+4,345
| New | +$442K | 0.1% | 148 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1366 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$37K | – | 1319 |
|
|
2018
Q3 | $37K | Sell |
500
-100
| -17% | -$7.4K | 0.01% | 627 |
|
|
2018
Q2 | $26K | Buy |
600
+200
| +50% | +$8.67K | ﹤0.01% | 743 |
|
|
2018
Q1 | $12K | Buy |
400
+200
| +100% | +$6K | ﹤0.01% | 902 |
|
|
2017
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 1030 |
|