TFO Wealth Partners’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$733 | – | 902 |
|
|
2023
Q4 | $733 | Hold |
8
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $512 | Buy |
+8
| New | +$512 | ﹤0.01% | 451 |
|
|
2022
Q4 | – | Sell |
-49
| Closed | -$3K | – | 938 |
|
|
2022
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 114 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$98K | – | 167 |
|
|
2021
Q1 | $98K | Buy |
+300
| New | +$98K | 0.03% | 52 |
|