Mount Yale Investment Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3K | Buy |
+880
| New | +$77.3K | 0.01% | 701 |
|
|
2022
Q4 | – | Sell |
-25,022
| Closed | -$1.41M | – | 486 |
|
|
2022
Q3 | $1.41M | Buy |
25,022
+2,030
| +9% | +$114K | 0.19% | 117 |
|
|
2022
Q2 | $1.89M | Buy |
22,992
+8,215
| +56% | +$675K | 0.24% | 98 |
|
|
2022
Q1 | $1.85M | Buy |
14,777
+4,920
| +50% | +$616K | 0.2% | 115 |
|
|
2021
Q4 | $2.25M | Buy |
9,857
+5,713
| +138% | +$1.3M | 0.23% | 102 |
|
|
2021
Q3 | $1.3M | Buy |
4,144
+2,532
| +157% | +$794K | 0.15% | 151 |
|
|
2021
Q2 | $740K | Buy |
+1,612
| New | +$740K | 0.09% | 220 |
|