IWA
IVC Wealth Advisors’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-820
| Closed | -$257K | – | 144 |
|
|
2021
Q3 | $257K | Buy |
820
+140
| +21% | +$43.9K | 0.18% | 116 |
|
|
2021
Q2 | $312K | Buy |
+680
| New | +$312K | 0.22% | 108 |
|
|
2021
Q1 | – | Sell |
-605
| Closed | -$201K | – | 129 |
|
|
2020
Q4 | $201K | Buy |
+605
| New | +$201K | 0.19% | 110 |
|