WP
WMS Partners’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,068
| Closed | -$244K | – | 297 |
|
|
2021
Q4 | $244K | Hold |
1,068
| – | – | 0.05% | 179 |
|
|
2021
Q3 | $335K | Hold |
1,068
| – | – | 0.05% | 195 |
|
|
2021
Q2 | $490K | Hold |
1,068
| – | – | 0.07% | 143 |
|
|
2021
Q1 | $348K | Buy |
1,068
+68
| +7% | +$22.2K | 0.08% | 155 |
|
|
2020
Q4 | $332K | Buy |
+1,000
| New | +$332K | 0.06% | 172 |
|