JWM
Janiczek Wealth Management’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-156
| Closed | -$10.2K | – | 1119 |
|
|
2024
Q1 | $10.2K | Hold |
156
| – | – | ﹤0.01% | 677 |
|
|
2023
Q4 | $14.3K | Hold |
156
| – | – | ﹤0.01% | 605 |
|
|
2023
Q3 | $11K | Hold |
156
| – | – | ﹤0.01% | 626 |
|
|
2023
Q2 | $9.98K | Hold |
156
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $9.63K | Buy |
+156
| New | +$9.63K | ﹤0.01% | 572 |
|
|
2022
Q1 | – | Sell |
-67
| Closed | -$15K | – | 1054 |
|
|
2021
Q4 | $15K | Sell |
67
-10
| -13% | -$2.24K | ﹤0.01% | 525 |
|
|
2021
Q3 | $24K | Buy |
77
+7
| +10% | +$2.18K | 0.01% | 426 |
|
|
2021
Q2 | $32K | Sell |
70
-13
| -16% | -$5.94K | 0.01% | 337 |
|
|
2021
Q1 | $27K | Sell |
83
-195
| -70% | -$63.4K | 0.01% | 345 |
|
|
2020
Q4 | $92K | Buy |
278
+231
| +491% | +$76.4K | 0.04% | 117 |
|
|
2020
Q3 | $9K | Sell |
47
-300
| -86% | -$57.4K | ﹤0.01% | 255 |
|
|
2020
Q2 | $40K | Hold |
347
| – | – | 0.02% | 93 |
|
|
2020
Q1 | $30K | Hold |
347
| – | – | 0.02% | 74 |
|
|
2019
Q4 | $46K | Buy |
347
+327
| +1,635% | +$43.3K | 0.02% | 70 |
|
|
2019
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 139 |
|