OneDigital 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
Q1 | – | Sell |
-1,417
| Closed | -$323K | – | 808 |
|
|
2021
Q4 | $323K | Sell |
1,417
-3,697
| -72% | -$843K | 0.01% | 563 |
|
|
2021
Q3 | $1.6M | Sell |
5,114
-1,501
| -23% | -$470K | 0.06% | 186 |
|
|
2021
Q2 | $3.04M | Sell |
6,615
-1,769
| -21% | -$812K | 0.13% | 108 |
|
|
2021
Q1 | $2.73M | Buy |
8,384
+1,702
| +25% | +$554K | 0.13% | 111 |
|
|
2020
Q4 | $2.22M | Buy |
6,682
+659
| +11% | +$219K | 0.12% | 128 |
|
|
2020
Q3 | $1.14M | Buy |
6,023
+2,086
| +53% | +$394K | 0.08% | 189 |
|
|
2020
Q2 | $459K | Buy |
+3,937
| New | +$459K | 0.03% | 327 |
|