WR Wealth Planners’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $892 | Hold |
12
| – | – | ﹤0.01% | 945 |
|
|
2024
Q3 | $896 | Hold |
12
| – | – | ﹤0.01% | 980 |
|
|
2024
Q2 | $719 | Hold |
12
| – | – | ﹤0.01% | 987 |
|
|
2024
Q1 | $782 | Buy |
+12
| New | +$782 | ﹤0.01% | 994 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$6.4K | – | 938 |
|
|
2023
Q2 | $6.4K | Hold |
100
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $6.58K | Buy |
+100
| New | +$6.58K | ﹤0.01% | 643 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$821 | – | 553 |
|
|
2022
Q2 | $821 | Hold |
10
| – | – | ﹤0.01% | 465 |
|
|
2022
Q1 | $1.25K | Buy |
+10
| New | +$1.25K | ﹤0.01% | 455 |
|