Rise Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-97
| Closed | -$7.24K | – | 1197 |
|
|
2024
Q3 | $7.24K | Sell |
97
-7
| -7% | -$523 | ﹤0.01% | 1055 |
|
|
2024
Q2 | $6.23K | Sell |
104
-20
| -16% | -$1.2K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $8.08K | Sell |
124
-10
| -7% | -$652 | ﹤0.01% | 1062 |
|
|
2023
Q4 | $12.3K | Hold |
134
| – | – | 0.01% | 302 |
|
|
2023
Q3 | $9.46K | Sell |
134
-31
| -19% | -$2.19K | 0.01% | 320 |
|
|
2023
Q2 | $10.6K | Sell |
165
-3
| -2% | -$192 | 0.01% | 334 |
|
|
2023
Q1 | $11.1K | Hold |
168
| – | – | 0.01% | 347 |
|
|
2022
Q4 | $6.84K | Hold |
168
| – | – | 0.01% | 406 |
|
|
2022
Q3 | $9K | Hold |
168
| – | – | 0.01% | 358 |
|
|
2022
Q2 | $14K | Buy |
168
+40
| +31% | +$3.33K | 0.01% | 285 |
|
|
2022
Q1 | $16K | Buy |
128
+35
| +38% | +$4.38K | 0.01% | 272 |
|
|
2021
Q4 | $21.2K | Buy |
+93
| New | +$21.2K | 0.02% | 242 |
|