Tyler-Stone Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-163
| Closed | -$9.77K | – | 760 |
|
2024
Q2 | $9.77K | Hold |
163
| – | – | ﹤0.01% | 643 |
|
2024
Q1 | $10.6K | Sell |
163
-215
| -57% | -$14K | ﹤0.01% | 630 |
|
2023
Q4 | $34.6K | Buy |
378
+50
| +15% | +$4.58K | 0.02% | 413 |
|
2023
Q3 | $23K | Hold |
328
| – | – | 0.01% | 458 |
|
2023
Q2 | $21K | Buy |
+328
| New | +$21K | 0.01% | 477 |
|
2022
Q4 | $13K | Sell |
328
-30
| -8% | -$1.19K | 0.01% | 513 |
|
2022
Q3 | $20K | Buy |
358
+50
| +16% | +$2.79K | 0.02% | 438 |
|
2022
Q2 | $25K | Buy |
308
+11
| +4% | +$893 | 0.02% | 414 |
|
2022
Q1 | $37K | Hold |
297
| – | – | 0.02% | 383 |
|
2021
Q4 | $68K | Buy |
+297
| New | +$68K | 0.04% | 313 |
|