RKL Wealth Management’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 |
-1,100
| Closed | -$251K | – | 145 |
|
|
2021
Q4 | $251K | Hold |
1,100
| – | – | 0.03% | 115 |
|
|
2021
Q3 | $345K | Sell |
1,100
-21
| -2% | -$6.59K | 0.04% | 101 |
|
|
2021
Q2 | $515K | Buy |
1,121
+21
| +2% | +$9.65K | 0.06% | 91 |
|
|
2021
Q1 | $358K | Sell |
1,100
-15
| -1% | -$4.88K | 0.05% | 102 |
|
|
2020
Q4 | $370K | Buy |
+1,115
| New | +$370K | 0.05% | 98 |
|