Kovack Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,204
| Closed | -$211K | – | 618 |
|
|
2023
Q1 | $211K | Buy |
+3,204
| New | +$211K | 0.03% | 505 |
|
|
2022
Q1 | – | Sell |
-1,492
| Closed | -$340K | – | 779 |
|
|
2021
Q4 | $340K | Sell |
1,492
-320
| -18% | -$72.9K | 0.03% | 485 |
|
|
2021
Q3 | $568K | Sell |
1,812
-27
| -1% | -$8.46K | 0.06% | 345 |
|
|
2021
Q2 | $845K | Buy |
1,839
+120
| +7% | +$55.1K | 0.1% | 230 |
|
|
2021
Q1 | $560K | Buy |
1,719
+160
| +10% | +$52.1K | 0.07% | 286 |
|
|
2020
Q4 | $518K | Buy |
1,559
+75
| +5% | +$24.9K | 0.07% | 274 |
|
|
2020
Q3 | $280K | Buy |
+1,484
| New | +$280K | 0.05% | 342 |
|