Meridian Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,315
| Closed | -$234K | – | 613 |
|
|
2023
Q3 | $234K | Buy |
+3,315
| New | +$234K | 0.01% | 491 |
|
|
2021
Q4 | – | Sell |
-3,776
| Closed | -$1.18M | – | 415 |
|
|
2021
Q3 | $1.18M | Sell |
3,776
-1,518
| -29% | -$476K | 0.15% | 135 |
|
|
2021
Q2 | $2.43M | Sell |
5,294
-1,590
| -23% | -$730K | 0.31% | 70 |
|
|
2021
Q1 | $2.24M | Buy |
6,884
+1,402
| +26% | +$457K | 0.33% | 68 |
|
|
2020
Q4 | $1.82M | Sell |
5,482
-2,266
| -29% | -$752K | 0.29% | 75 |
|
|
2020
Q3 | $1.46M | Buy |
7,748
+642
| +9% | +$121K | 0.36% | 62 |
|
|
2020
Q2 | $828K | Sell |
7,106
-2,149
| -23% | -$250K | 0.28% | 77 |
|
|
2020
Q1 | $809K | Buy |
9,255
+1,016
| +12% | +$88.8K | 0.36% | 58 |
|
|
2019
Q4 | $1.1M | Buy |
8,239
+2,760
| +50% | +$369K | 0.53% | 37 |
|
|
2019
Q3 | $558K | Sell |
5,479
-3,269
| -37% | -$333K | 0.26% | 74 |
|
|
2019
Q2 | $7.92K | Sell |
8,748
-131
| -1% | -$119 | 0.32% | 50 |
|
|
2019
Q1 | $573K | Buy |
+8,879
| New | +$573K | 0.26% | 76 |
|