Winch Advisory Services’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$13.7K | – | 453 |
|
|
2023
Q4 | $13.7K | Buy |
+150
| New | +$13.7K | ﹤0.01% | 230 |
|
|
2023
Q3 | – | Sell |
-12
| Closed | -$1K | – | 449 |
|
|
2023
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 404 |
|
|
2023
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 398 |
|
|
2022
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 428 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 378 |
|
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 405 |
|
|
2022
Q1 | – | Sell |
-62
| Closed | -$14K | – | 485 |
|
|
2021
Q4 | $14K | Sell |
62
-32
| -34% | -$7.23K | ﹤0.01% | 240 |
|
|
2021
Q3 | $29K | Sell |
94
-18
| -16% | -$5.55K | 0.01% | 174 |
|
|
2021
Q2 | $51K | Sell |
112
-5
| -4% | -$2.28K | 0.02% | 126 |
|
|
2021
Q1 | $38K | Buy |
117
+33
| +39% | +$10.7K | 0.02% | 132 |
|
|
2020
Q4 | $28K | Buy |
84
+22
| +35% | +$7.33K | 0.01% | 133 |
|
|
2020
Q3 | $12K | Hold |
62
| – | – | 0.01% | 189 |
|
|
2020
Q2 | $7K | Sell |
62
-5
| -7% | -$565 | ﹤0.01% | 235 |
|
|
2020
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 214 |
|
|
2019
Q4 | $9K | Buy |
67
+17
| +34% | +$2.28K | ﹤0.01% | 216 |
|
|
2019
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 242 |
|
|
2019
Q2 | $5K | Sell |
50
-50
| -50% | -$5K | ﹤0.01% | 256 |
|
|
2019
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 233 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 209 |
|
|
2018
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 249 |
|