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 |
|