WE
Wealth Effects’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,425
| Closed | -$222K | – | 230 |
|
|
2023
Q4 | $222K | Buy |
+2,425
| New | +$222K | 0.08% | 193 |
|
|
2023
Q3 | – | Sell |
-3,154
| Closed | -$202K | – | 204 |
|
|
2023
Q2 | $202K | Sell |
3,154
-3,010
| -49% | -$193K | 0.09% | 173 |
|
|
2023
Q1 | $406K | Buy |
6,164
+650
| +12% | +$42.8K | 0.21% | 112 |
|
|
2022
Q4 | $224K | Sell |
5,514
-16,073
| -74% | -$654K | 0.13% | 159 |
|
|
2022
Q3 | $1.22M | Sell |
21,587
-907
| -4% | -$51.2K | 0.74% | 32 |
|
|
2022
Q2 | $1.85M | Buy |
22,494
+2,350
| +12% | +$193K | 1.11% | 21 |
|
|
2022
Q1 | $2.52M | Buy |
20,144
+2,206
| +12% | +$276K | 1.18% | 16 |
|
|
2021
Q4 | $4.09M | Buy |
+17,938
| New | +$4.09M | 1.7% | 13 |
|