Loveless Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,227
| Closed | -$279K | – | 128 |
|
|
2022
Q1 | $279K | Hold |
2,227
| – | – | 0.16% | 120 |
|
|
2021
Q4 | $508K | Sell |
2,227
-60
| -3% | -$13.7K | 0.28% | 97 |
|
|
2021
Q3 | $717K | Sell |
2,287
-195
| -8% | -$61.1K | 0.44% | 72 |
|
|
2021
Q2 | $1.14M | Sell |
2,482
-140
| -5% | -$64.3K | 0.69% | 54 |
|
|
2021
Q1 | $854K | Sell |
2,622
-195
| -7% | -$63.5K | 0.56% | 61 |
|
|
2020
Q4 | $935K | Sell |
2,817
-215
| -7% | -$71.4K | 0.69% | 54 |
|
|
2020
Q3 | $572K | Sell |
3,032
-35
| -1% | -$6.6K | 0.48% | 66 |
|
|
2020
Q2 | $357K | Sell |
3,067
-35
| -1% | -$4.07K | 0.33% | 78 |
|
|
2020
Q1 | $271K | Hold |
3,102
| – | – | 0.32% | 79 |
|
|
2019
Q4 | $427K | Buy |
+3,102
| New | +$427K | 0.37% | 77 |
|