Sugarloaf Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$8K | – | 850 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 460 |
|
|
2021
Q4 | $23K | Buy |
+100
| New | +$23K | 0.01% | 402 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$12K | – | 712 |
|
|
2020
Q2 | $12K | Sell |
100
-25
| -20% | -$3K | ﹤0.01% | 428 |
|
|
2020
Q1 | $11K | Buy |
125
+25
| +25% | +$2.2K | ﹤0.01% | 421 |
|
|
2019
Q4 | $13K | Buy |
+100
| New | +$13K | 0.01% | 437 |
|