Wealthcare Advisory Partners’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-484
| Closed | -$222K | – | 576 |
|
|
2021
Q2 | $222K | Buy |
484
+75
| +18% | +$34.4K | 0.01% | 502 |
|
|
2021
Q1 | $133K | Buy |
+409
| New | +$133K | 0.01% | 581 |
|
|
2020
Q3 | – | Sell |
-2,122
| Closed | -$247K | – | 367 |
|
|
2020
Q2 | $247K | Buy |
2,122
+1,274
| +150% | +$148K | 0.03% | 270 |
|
|
2020
Q1 | $74K | Buy |
848
+268
| +46% | +$23.4K | 0.01% | 430 |
|
|
2019
Q4 | $78K | Hold |
580
| – | – | 0.01% | 451 |
|
|
2019
Q3 | $59K | Buy |
580
+30
| +5% | +$3.05K | 0.01% | 499 |
|
|
2019
Q2 | $50K | Hold |
550
| – | – | 0.01% | 505 |
|
|
2019
Q1 | $35K | Buy |
550
+500
| +1,000% | +$31.8K | 0.01% | 537 |
|
|
2018
Q4 | $2K | Sell |
50
-100
| -67% | -$4K | ﹤0.01% | 1092 |
|
|
2018
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 826 |
|
|
2018
Q2 | $6K | Sell |
150
-5,850
| -98% | -$234K | ﹤0.01% | 954 |
|
|
2018
Q1 | $187K | Buy |
6,000
+5,900
| +5,900% | +$184K | 0.04% | 200 |
|
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 790 |
|