Stratos Wealth Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,664
| Closed | -$380K | – | 568 |
|
2021
Q4 | $380K | Sell |
1,664
-340
| -17% | -$77.6K | 0.03% | 426 |
|
2021
Q3 | $628K | Sell |
2,004
-27
| -1% | -$8.46K | 0.05% | 315 |
|
2021
Q2 | $933K | Hold |
2,031
| – | – | 0.08% | 247 |
|
2021
Q1 | $662K | Hold |
2,031
| – | – | 0.07% | 271 |
|
2020
Q4 | $674K | Hold |
2,031
| – | – | 0.09% | 212 |
|
2020
Q3 | $383K | Buy |
2,031
+199
| +11% | +$37.5K | 0.09% | 217 |
|
2020
Q2 | $213K | Buy |
+1,832
| New | +$213K | 0.07% | 249 |
|