Strategic Wealth Partners’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87K | Buy |
+44
| New | +$3.87K | ﹤0.01% | 927 |
|
|
2021
Q2 | – | Sell |
-1,229
| Closed | -$400K | – | 257 |
|
|
2021
Q1 | $400K | Buy |
+1,229
| New | +$400K | 0.16% | 137 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$10 | – | 418 |
|
|
2019
Q3 | $10 | Hold |
100
| – | – | ﹤0.01% | 520 |
|
|
2019
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
|
2019
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 600 |
|
|
2018
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 594 |
|