Kingsview Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,550
| Closed | -$604K | – | 1017 |
|
|
2023
Q3 | $604K | Buy |
8,550
+887
| +12% | +$62.6K | 0.02% | 564 |
|
|
2023
Q2 | $490K | Buy |
+7,663
| New | +$490K | 0.02% | 597 |
|
|
2022
Q3 | – | Sell |
-4,349
| Closed | -$357K | – | 869 |
|
|
2022
Q2 | $357K | Sell |
4,349
-2,182
| -33% | -$179K | 0.02% | 609 |
|
|
2022
Q1 | $818K | Buy |
6,531
+2,080
| +47% | +$261K | 0.04% | 450 |
|
|
2021
Q4 | $1.02M | Buy |
4,451
+1,728
| +63% | +$394K | 0.04% | 395 |
|
|
2021
Q3 | $853K | Sell |
2,723
-1,628
| -37% | -$510K | 0.04% | 411 |
|
|
2021
Q2 | $1.9M | Sell |
4,351
-702
| -14% | -$306K | 0.09% | 233 |
|
|
2021
Q1 | $1.68M | Buy |
5,053
+491
| +11% | +$163K | 0.1% | 224 |
|
|
2020
Q4 | $1.52M | Buy |
4,562
+1,381
| +43% | +$459K | 0.11% | 195 |
|
|
2020
Q3 | $601K | Sell |
3,181
-130
| -4% | -$24.6K | 0.05% | 325 |
|
|
2020
Q2 | $386K | Sell |
3,311
-328
| -9% | -$38.2K | 0.04% | 390 |
|
|
2020
Q1 | $318K | Buy |
3,639
+751
| +26% | +$65.6K | 0.04% | 345 |
|
|
2019
Q4 | $387K | Buy |
+2,888
| New | +$387K | 0.05% | 329 |
|
|
2019
Q3 | – | Sell |
-2,913
| Closed | -$264K | – | 438 |
|
|
2019
Q2 | $264K | Sell |
2,913
-1,337
| -31% | -$121K | 0.04% | 347 |
|
|
2019
Q1 | $274K | Buy |
+4,250
| New | +$274K | 0.04% | 373 |
|