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 |
|