Sowell Financial Services’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,709
| Closed | -$770K | – | 2264 |
|
2021
Q1 | $770K | Sell |
2,709
-301
| -10% | -$85.6K | 0.03% | 490 |
|
2020
Q4 | $999K | Buy |
3,010
+2,589
| +615% | +$859K | 0.04% | 329 |
|
2020
Q3 | $79K | Sell |
421
-414
| -50% | -$77.7K | ﹤0.01% | 1063 |
|
2020
Q2 | $97K | Buy |
835
+278
| +50% | +$32.3K | 0.01% | 979 |
|
2020
Q1 | $49K | Sell |
557
-556
| -50% | -$48.9K | ﹤0.01% | 1072 |
|
2019
Q4 | $149K | Sell |
1,113
-209
| -16% | -$28K | 0.01% | 800 |
|
2019
Q3 | $135K | Buy |
+1,322
| New | +$135K | 0.01% | 750 |
|