Stiles Financial Services’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,849
Closed -$246K 192
2023
Q2
$246K Sell
3,849
-365
-9% -$23.3K 0.12% 162
2023
Q1
$277K Buy
+4,214
New +$277K 0.15% 147
2022
Q4
Sell
-4,419
Closed -$249K 187
2022
Q3
$249K Sell
4,419
-284
-6% -$16K 0.15% 141
2022
Q2
$386K Sell
4,703
-740
-14% -$60.7K 0.23% 111
2022
Q1
$682K Buy
5,443
+61
+1% +$7.64K 0.34% 85
2021
Q4
$1.23M Buy
+5,382
New +$1.23M 0.59% 51