Insigneo Advisory Services’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,204
Closed -$385K 508
2023
Q4
$385K Sell
4,204
-1,848
-31% -$169K 0.05% 283
2023
Q3
$427K Buy
6,052
+829
+16% +$58.5K 0.09% 215
2023
Q2
$334K Buy
5,223
+443
+9% +$28.3K 0.06% 266
2023
Q1
$315K Buy
+4,780
New +$315K 0.1% 202