Warther Private Wealth’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 |
-99,730
| Closed | -$5.98M | – | 91 |
|
|
2024
Q2 | $5.98M | Buy |
99,730
+26,053
| +35% | +$1.56M | 2.34% | 18 |
|
|
2024
Q1 | $4.8M | Buy |
+73,677
| New | +$4.8M | 2.14% | 18 |
|
|
2022
Q1 | – | Sell |
-1,235
| Closed | -$288K | – | 139 |
|
|
2021
Q4 | $288K | Hold |
1,235
| – | – | 0.21% | 97 |
|
|
2021
Q3 | $388K | Hold |
1,235
| – | – | 0.35% | 77 |
|
|
2021
Q2 | $538K | Buy |
+1,235
| New | +$538K | 0.52% | 54 |
|