Regal Investment Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,610
| Closed | -$327K | – | 546 |
|
|
2022
Q1 | $327K | Buy |
2,610
+1,412
| +118% | +$177K | 0.03% | 380 |
|
|
2021
Q4 | $273K | Buy |
1,198
+99
| +9% | +$22.6K | 0.02% | 450 |
|
|
2021
Q3 | $344K | Buy |
1,099
+43
| +4% | +$13.5K | 0.03% | 393 |
|
|
2021
Q2 | $485K | Buy |
+1,056
| New | +$485K | 0.05% | 336 |
|
|
2021
Q1 | – | Sell |
-876
| Closed | -$291K | – | 333 |
|
|
2020
Q4 | $291K | Buy |
+876
| New | +$291K | 0.03% | 368 |
|
|
2019
Q3 | – | Sell |
-2,692
| Closed | -$244K | – | 330 |
|
|
2019
Q2 | $244K | Buy |
+2,692
| New | +$244K | 0.05% | 278 |
|