V Wealth Advisors’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $468K | Sell |
6,626
-8,984
| -58% | -$634K | 0.37% | 58 |
|
|
2023
Q2 | $998K | Buy |
15,610
+598
| +4% | +$38.2K | 0.17% | 118 |
|
|
2023
Q1 | $988K | Buy |
15,012
+5,251
| +54% | +$346K | 0.19% | 120 |
|
|
2022
Q4 | $397K | Buy |
9,761
+1,543
| +19% | +$62.8K | 0.08% | 226 |
|
|
2022
Q3 | $464K | Buy |
8,218
+1,144
| +16% | +$64.6K | 0.09% | 212 |
|
|
2022
Q2 | $581K | Buy |
7,074
+1,404
| +25% | +$115K | 0.11% | 197 |
|
|
2022
Q1 | $710K | Sell |
5,670
-176
| -3% | -$22K | 0.11% | 194 |
|
|
2021
Q4 | $1.33M | Buy |
5,846
+688
| +13% | +$157K | 0.2% | 124 |
|
|
2021
Q3 | $1.62M | Buy |
5,158
+18
| +0.4% | +$5.64K | 0.25% | 91 |
|
|
2021
Q2 | $2.36M | Sell |
5,140
-144
| -3% | -$66.1K | 0.38% | 60 |
|
|
2021
Q1 | $1.72M | Buy |
5,284
+56
| +1% | +$18.2K | 0.32% | 71 |
|
|
2020
Q4 | $1.74M | Buy |
5,228
+948
| +22% | +$315K | 0.36% | 62 |
|
|
2020
Q3 | $808K | Sell |
4,280
-2,065
| -33% | -$390K | 0.56% | 41 |
|
|
2020
Q2 | $739K | Sell |
6,345
-721
| -10% | -$84K | 0.19% | 133 |
|
|
2020
Q1 | $619K | Buy |
+7,066
| New | +$619K | 0.19% | 131 |
|