PWA
Phoenix Wealth Advisors’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,170
| Closed | -$209K | – | 111 |
|
|
2023
Q1 | $209K | Buy |
+3,170
| New | +$209K | 0.13% | 101 |
|
|
2022
Q4 | – | Sell |
-3,602
| Closed | -$203K | – | 116 |
|
|
2022
Q3 | $203K | Sell |
3,602
-167
| -4% | -$9.41K | 0.2% | 103 |
|
|
2022
Q2 | $310K | Sell |
3,769
-3,192
| -46% | -$263K | 0.31% | 79 |
|
|
2022
Q1 | $831K | Buy |
6,961
+2,103
| +43% | +$251K | 0.86% | 29 |
|
|
2021
Q4 | $1.11M | Buy |
4,858
+886
| +22% | +$202K | 0.84% | 32 |
|
|
2021
Q3 | $1.25M | Buy |
3,972
+126
| +3% | +$39.5K | 0.93% | 28 |
|
|
2021
Q2 | $1.67M | Sell |
3,846
-1,098
| -22% | -$478K | 1.21% | 26 |
|
|
2021
Q1 | $1.64M | Sell |
4,944
-1,279
| -21% | -$425K | 1.28% | 31 |
|
|
2020
Q4 | $2.07M | Buy |
+6,223
| New | +$2.07M | 1.57% | 24 |
|