HB Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,266
| Closed | -$301K | – | 818 |
|
|
2023
Q3 | $301K | Buy |
4,266
+397
| +10% | +$28K | ﹤0.01% | 566 |
|
|
2023
Q2 | $247K | Sell |
3,869
-46
| -1% | -$2.94K | ﹤0.01% | 601 |
|
|
2023
Q1 | $258K | Buy |
+3,915
| New | +$258K | ﹤0.01% | 581 |
|
|
2022
Q3 | – | Sell |
-4,236
| Closed | -$348K | – | 608 |
|
|
2022
Q2 | $348K | Sell |
4,236
-1,116
| -21% | -$91.7K | 0.01% | 410 |
|
|
2022
Q1 | $670K | Buy |
+5,352
| New | +$670K | 0.01% | 310 |
|