Goldstein Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+2,721
| New | +$239K | 0.03% | 162 |
|
|
2025
Q1 | – | Sell |
-3,741
| Closed | -$278K | – | 211 |
|
|
2024
Q4 | $278K | Hold |
3,741
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $279K | Hold |
3,741
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $224K | Hold |
3,741
| – | – | 0.04% | 143 |
|
|
2024
Q1 | $244K | Hold |
3,741
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $343K | Hold |
3,741
| – | – | 0.06% | 130 |
|
|
2023
Q3 | $264K | Sell |
3,741
-65
| -2% | -$4.59K | 0.06% | 112 |
|
|
2023
Q2 | $243K | Hold |
3,806
| – | – | 0.05% | 126 |
|
|
2023
Q1 | $251K | Buy |
+3,806
| New | +$251K | 0.06% | 115 |
|