Mount Yale Investment Advisors’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$77.3K Buy
2022
Q4
Sell
2022
Q3
$1.41M Buy
2022
Q2
$1.89M Buy
2022
Q1
$1.85M Buy
2021
Q4
$2.25M Buy
2021
Q3
$1.3M Buy
2021
Q2
$740K Buy