LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$3.7K | – | 579 |
|
|
2024
Q3 | $3.7K | Hold |
50
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $3.24K | Hold |
50
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $2.93K | Hold |
50
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $4.4K | Hold |
50
| – | – | ﹤0.01% | 524 |
|
|
2023
Q3 | $3.9K | Hold |
50
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $3.2K | Hold |
50
| – | – | ﹤0.01% | 597 |
|
|
2023
Q1 | $3.29K | Hold |
50
| – | – | ﹤0.01% | 560 |
|
|
2022
Q4 | $2.04K | Hold |
50
| – | – | ﹤0.01% | 553 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 585 |
|
|
2022
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 579 |
|
|
2021
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 589 |
|
|
2021
Q3 | $16K | Sell |
50
-17
| -25% | -$5.44K | ﹤0.01% | 538 |
|
|
2021
Q2 | $31K | Buy |
+67
| New | +$31K | ﹤0.01% | 505 |
|