PFWA
Paces Ferry Wealth Advisors’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,550
| Closed | -$200K | – | 111 |
|
|
2022
Q3 | $200K | Sell |
3,550
-6
| -0.2% | -$338 | 0.22% | 93 |
|
|
2022
Q2 | $292K | Sell |
3,556
-1
| -0% | -$82 | 0.29% | 76 |
|
|
2022
Q1 | $446K | Buy |
3,557
+9
| +0.3% | +$1.13K | 0.35% | 60 |
|
|
2021
Q4 | $810K | Sell |
3,548
-101
| -3% | -$23.1K | 0.58% | 39 |
|
|
2021
Q3 | $1.14M | Hold |
3,649
| – | – | 0.91% | 30 |
|
|
2021
Q2 | $1.68M | Buy |
3,649
+1
| +0% | +$459 | 1.28% | 24 |
|
|
2021
Q1 | $1.19M | Buy |
3,648
+300
| +9% | +$97.7K | 1.03% | 28 |
|
|
2020
Q4 | $1.11M | Buy |
3,348
+200
| +6% | +$66.4K | 1.02% | 28 |
|
|
2020
Q3 | $594K | Buy |
+3,148
| New | +$594K | 0.52% | 40 |
|