VWA
Visionary Wealth Advisors’s Roku ROKU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-711
| Closed | -$223K | – | 396 |
|
2021
Q3 | $223K | Buy |
711
+199
| +39% | +$62.4K | 0.02% | 281 |
|
2021
Q2 | $235K | Buy |
+512
| New | +$235K | 0.02% | 300 |
|
2021
Q1 | – | Sell |
-1,229
| Closed | -$408K | – | 325 |
|
2020
Q4 | $408K | Sell |
1,229
-151
| -11% | -$50.1K | 0.05% | 204 |
|
2020
Q3 | $261K | Buy |
+1,380
| New | +$261K | 0.04% | 208 |
|