TIAM2
Tru Independence Asset Management 2’s Roku ROKU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $235K | Buy |
+2,670
| New | +$235K | 0.16% | 79 |
|
2025
Q1 | – | Sell |
-2,838
| Closed | -$211K | – | 95 |
|
2024
Q4 | $211K | Hold |
2,838
| – | – | 0.18% | 74 |
|
2024
Q3 | $212K | Buy |
+2,838
| New | +$212K | 0.18% | 74 |
|
2022
Q3 | $261K | Buy |
4,627
+454
| +11% | +$25.6K | 0.28% | 51 |
|
2022
Q2 | $343K | Sell |
4,173
-26
| -0.6% | -$2.14K | 0.28% | 45 |
|
2022
Q1 | $526K | Buy |
4,199
+971
| +30% | +$122K | 0.3% | 41 |
|
2021
Q4 | $737K | Buy |
+3,228
| New | +$737K | 0.39% | 51 |
|
2021
Q2 | – | Sell |
-705
| Closed | -$230K | – | 122 |
|
2021
Q1 | $230K | Buy |
705
+62
| +10% | +$20.2K | 0.18% | 99 |
|
2020
Q4 | $213K | Buy |
+643
| New | +$213K | 0.18% | 92 |
|