Mid Atlantic Financial Management’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$890K Sell
2,839
-337
-11% -$106K 0.06% 289
2021
Q2
$1.46M Sell
3,176
-643
-17% -$295K 0.1% 172
2021
Q1
$1.24M Buy
3,819
+905
+31% +$295K 0.09% 189
2020
Q4
$968K Buy
2,914
+328
+13% +$109K 0.07% 234
2020
Q3
$574K Sell
2,586
-235
-8% -$52.2K 0.05% 321
2020
Q2
$329K Buy
2,821
+325
+13% +$37.9K 0.03% 456
2020
Q1
$218K Sell
2,496
-1,878
-43% -$164K 0.03% 542
2019
Q4
$586K Buy
4,374
+593
+16% +$79.4K 0.05% 346
2019
Q3
$385K Buy
+3,781
New +$385K 0.04% 430