Plante Moran Financial 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 |
-100
| Closed | -$23K | – | 987 |
|
|
2021
Q4 | $23K | Hold |
100
| – | – | ﹤0.01% | 526 |
|
|
2021
Q3 | $31K | Sell |
100
-15
| -13% | -$4.65K | 0.01% | 466 |
|
|
2021
Q2 | $53K | Sell |
115
-9
| -7% | -$4.15K | 0.01% | 359 |
|
|
2021
Q1 | $40K | Hold |
124
| – | – | 0.01% | 411 |
|
|
2020
Q4 | $41K | Sell |
124
-50
| -29% | -$16.5K | 0.01% | 393 |
|
|
2020
Q3 | $33K | Buy |
174
+13
| +8% | +$2.47K | 0.01% | 393 |
|
|
2020
Q2 | $19K | Buy |
161
+42
| +35% | +$4.96K | 0.01% | 440 |
|
|
2020
Q1 | $10K | Sell |
119
-75
| -39% | -$6.3K | ﹤0.01% | 499 |
|
|
2019
Q4 | $26K | Buy |
194
+94
| +94% | +$12.6K | 0.01% | 418 |
|
|
2019
Q3 | $10K | Sell |
100
-100
| -50% | -$10K | ﹤0.01% | 596 |
|
|
2019
Q2 | $18K | Hold |
200
| – | – | 0.01% | 489 |
|
|
2019
Q1 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 523 |
|