Moneta Group Investment Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,738
| Closed | -$662K | – | 469 |
|
|
2022
Q3 | $662K | Buy |
11,738
+1,049
| +10% | +$59.2K | 0.03% | 238 |
|
|
2022
Q2 | $878K | Buy |
10,689
+5,077
| +90% | +$417K | 0.03% | 221 |
|
|
2022
Q1 | $703K | Buy |
5,612
+1,077
| +24% | +$135K | 0.03% | 248 |
|
|
2021
Q4 | $1.04M | Buy |
4,535
+1,245
| +38% | +$284K | 0.04% | 200 |
|
|
2021
Q3 | $1.03M | Buy |
3,290
+307
| +10% | +$96.2K | 0.05% | 194 |
|
|
2021
Q2 | $1.37M | Buy |
2,983
+693
| +30% | +$318K | 0.06% | 165 |
|
|
2021
Q1 | $746K | Buy |
2,290
+877
| +62% | +$286K | 0.04% | 207 |
|
|
2020
Q4 | $469K | Buy |
1,413
+343
| +32% | +$114K | 0.03% | 201 |
|
|
2020
Q3 | $202K | Buy |
+1,070
| New | +$202K | 0.02% | 260 |
|
|
2020
Q1 | – | Sell |
-187
| Closed | -$25K | – | 280 |
|
|
2019
Q4 | $25K | Buy |
+187
| New | +$25K | ﹤0.01% | 269 |
|