Kozak & Associates’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10
| Closed | -$623 | – | 412 |
|
|
2024
Q2 | $623 | Hold |
10
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $613 | Hold |
10
| – | – | ﹤0.01% | 357 |
|
|
2023
Q4 | $848 | Hold |
10
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $718 | Buy |
+10
| New | +$718 | ﹤0.01% | 365 |
|
|
2022
Q3 | – | Sell |
-79
| Closed | -$6K | – | 372 |
|
|
2022
Q2 | $6K | Hold |
79
| – | – | ﹤0.01% | 280 |
|
|
2022
Q1 | $9K | Hold |
79
| – | – | 0.01% | 272 |
|
|
2021
Q4 | $9K | Buy |
79
+32
| +68% | +$3.65K | 0.01% | 272 |
|
|
2021
Q3 | $13K | Buy |
+47
| New | +$13K | 0.01% | 225 |
|