Realta Investment Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,761
| Closed | -$205K | – | 364 |
|
|
2020
Q2 | $205K | Buy |
+1,761
| New | +$205K | 0.07% | 312 |
|
|
2020
Q1 | – | Sell |
-1,658
| Closed | -$264K | – | 1165 |
|
|
2019
Q4 | $264K | Buy |
1,658
+1,079
| +186% | +$172K | 0.07% | 286 |
|
|
2019
Q3 | $58K | Buy |
579
+529
| +1,058% | +$53K | 0.02% | 636 |
|
|
2019
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 1382 |
|