Institute for Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,036
| Closed | -$236K | – | 557 |
|
|
2021
Q4 | $236K | Buy |
1,036
+139
| +15% | +$31.7K | 0.04% | 433 |
|
|
2021
Q3 | $281K | Buy |
897
+32
| +4% | +$10K | 0.05% | 390 |
|
|
2021
Q2 | $397K | Buy |
865
+179
| +26% | +$82.2K | 0.07% | 316 |
|
|
2021
Q1 | $223K | Buy |
686
+56
| +9% | +$18.2K | 0.04% | 417 |
|
|
2020
Q4 | $209K | Sell |
630
-698
| -53% | -$232K | 0.04% | 414 |
|
|
2020
Q3 | $251K | Buy |
+1,328
| New | +$251K | 0.06% | 351 |
|
|
2020
Q1 | – | Sell |
-1,492
| Closed | -$200K | – | 606 |
|
|
2019
Q4 | $200K | Buy |
+1,492
| New | +$200K | 0.05% | 423 |
|