SWM
Selective Wealth Management’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-195
| Closed | -$11K | – | 597 |
|
|
2022
Q3 | $11K | Hold |
195
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $16K | Buy |
195
+25
| +15% | +$2.05K | 0.01% | 501 |
|
|
2022
Q1 | $21K | Buy |
170
+35
| +26% | +$4.32K | 0.01% | 437 |
|
|
2021
Q4 | $31K | Hold |
135
| – | – | 0.01% | 345 |
|
|
2021
Q3 | $42K | Buy |
135
+35
| +35% | +$10.9K | 0.02% | 277 |
|
|
2021
Q2 | $46K | Buy |
+100
| New | +$46K | 0.04% | 199 |
|