Valley National Advisers’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1253 |
|
|
2024
Q1 | $1K | Sell |
20
-15
| -43% | -$750 | ﹤0.01% | 1150 |
|
|
2023
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 889 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$1K | – | 978 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 872 |
|
|
2021
Q3 | $2K | Buy |
6
+1
| +20% | +$333 | ﹤0.01% | 783 |
|
|
2021
Q2 | $2K | Buy |
5
+2
| +67% | +$800 | ﹤0.01% | 802 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 809 |
|