SSWM
Sheets Smith Wealth Management’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,655
| Closed | -$378K | – | 381 |
|
|
2021
Q4 | $378K | Sell |
1,655
-810
| -33% | -$185K | 0.05% | 272 |
|
|
2021
Q3 | $772K | Hold |
2,465
| – | – | 0.1% | 170 |
|
|
2021
Q2 | $1.13M | Buy |
2,465
+150
| +6% | +$68.9K | 0.15% | 137 |
|
|
2021
Q1 | $754K | Buy |
2,315
+1,130
| +95% | +$368K | 0.11% | 160 |
|
|
2020
Q4 | $393K | Buy |
+1,185
| New | +$393K | 0.06% | 239 |
|
|
2019
Q4 | – | Sell |
-2,011
| Closed | -$205K | – | 324 |
|
|
2019
Q3 | $205K | Buy |
+2,011
| New | +$205K | 0.04% | 285 |
|