Perigon Wealth Management’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 |
-1,368
| Closed | -$312K | – | 641 |
|
|
2021
Q4 | $312K | Buy |
+1,368
| New | +$312K | 0.02% | 443 |
|
|
2021
Q3 | – | Sell |
-481
| Closed | -$221K | – | 551 |
|
|
2021
Q2 | $221K | Buy |
+481
| New | +$221K | 0.02% | 475 |
|
|
2021
Q1 | – | Sell |
-489
| Closed | -$162K | – | 909 |
|
|
2020
Q4 | $162K | Buy |
+489
| New | +$162K | 0.02% | 437 |
|
|
2020
Q3 | – | Sell |
-2,190
| Closed | -$255K | – | 381 |
|
|
2020
Q2 | $255K | Buy |
+2,190
| New | +$255K | 0.04% | 291 |
|
|
2019
Q2 | – | Sell |
-4,125
| Closed | -$252K | – | 249 |
|
|
2019
Q1 | $252K | Buy |
+4,125
| New | +$252K | 0.06% | 184 |
|