Heritage Wealth Management (Arizona)’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.69K | Buy |
66
+33
| +100% | +$1.34K | ﹤0.01% | 952 |
|
|
2022
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 898 |
|
|
2022
Q2 | $2.71K | Hold |
33
| – | – | ﹤0.01% | 849 |
|
|
2022
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 833 |
|
|
2021
Q3 | $10K | Hold |
33
| – | – | ﹤0.01% | 659 |
|
|
2021
Q2 | $15K | Buy |
+33
| New | +$15K | 0.01% | 604 |
|