Venturi Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,397
| Closed | -$104K | – | 1555 |
|
|
2024
Q4 | $104K | Buy |
1,397
+406
| +41% | +$30.2K | 0.01% | 764 |
|
|
2024
Q3 | $74K | Buy |
991
+333
| +51% | +$24.9K | ﹤0.01% | 645 |
|
|
2024
Q2 | $39.4K | Buy |
658
+480
| +270% | +$28.8K | ﹤0.01% | 739 |
|
|
2024
Q1 | $11.6K | Buy |
178
+155
| +674% | +$10.1K | ﹤0.01% | 893 |
|
|
2023
Q4 | $2.11K | Buy |
+23
| New | +$2.11K | ﹤0.01% | 1207 |
|