Global Wealth Management Investment Advisory’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6
Closed -$2K 485
2021
Q1
$2K Hold
6
﹤0.01% 421
2020
Q4
$2K Sell
6
-4
-40% -$1.33K ﹤0.01% 403
2020
Q3
$2K Sell
10
-250
-96% -$50K ﹤0.01% 393
2020
Q2
$30K Buy
260
+180
+225% +$20.8K 0.01% 239
2020
Q1
$7K Buy
80
+30
+60% +$2.63K ﹤0.01% 386
2019
Q4
$7K Buy
+50
New +$7K ﹤0.01% 403
2019
Q3
Sell
-100
Closed -$9K 714
2019
Q2
$9K Sell
100
-50
-33% -$4.5K ﹤0.01% 383
2019
Q1
$10K Buy
+150
New +$10K 0.01% 387