Western Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,792
| Closed | -$228K | – | 842 |
|
2022
Q2 | $228K | Sell |
2,792
-260
| -9% | -$21.2K | 0.01% | 699 |
|
2022
Q1 | $382K | Buy |
+3,052
| New | +$382K | 0.02% | 604 |
|
2021
Q2 | $518K | Buy |
1,125
+23
| +2% | +$10.6K | 0.05% | 348 |
|
2021
Q1 | $359K | Buy |
1,102
+113
| +11% | +$36.8K | 0.05% | 368 |
|
2020
Q4 | $328K | Sell |
989
-181
| -15% | -$60K | 0.05% | 331 |
|
2020
Q3 | $221K | Buy |
+1,170
| New | +$221K | 0.04% | 392 |
|