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WMG Financial Advisors’s Roku ROKU Stock Holding History

WMG Financial Advisors’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,980
Closed -$249K – 175
2022
Q1 		$249K Hold
1,980
– – 0.18% 135
2021
Q4 		$451K Buy
+1,980
New +$451K 0.35% 74