Laurel Wealth Advisors (California)’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,154
| Closed | -$259K | – | 662 |
|
|
2022
Q2 | $259K | Buy |
3,154
+318
| +11% | +$26.1K | 0.03% | 541 |
|
|
2022
Q1 | $356K | Buy |
+2,836
| New | +$356K | 0.03% | 525 |
|
|
2021
Q4 | – | Sell |
-715
| Closed | -$224K | – | 779 |
|
|
2021
Q3 | $224K | Buy |
715
+34
| +5% | +$10.7K | 0.04% | 412 |
|
|
2021
Q2 | $313K | Buy |
681
+8
| +1% | +$3.68K | 0.04% | 393 |
|
|
2021
Q1 | $220K | Buy |
+673
| New | +$220K | 0.03% | 424 |
|
|
2018
Q4 | – | Sell |
-4,325
| Closed | -$315K | – | 392 |
|
|
2018
Q3 | $315K | Buy |
+4,325
| New | +$315K | 0.08% | 264 |
|