WWM
WT Wealth Management’s Roku ROKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,279
| Closed | -$1.34M | – | 129 |
|
|
2021
Q3 | $1.34M | Buy |
4,279
+121
| +3% | +$37.9K | 0.52% | 65 |
|
|
2021
Q2 | $1.91M | Sell |
4,158
-190
| -4% | -$87.3K | 0.77% | 37 |
|
|
2021
Q1 | $1.42M | Sell |
4,348
-945
| -18% | -$308K | 0.66% | 46 |
|
|
2020
Q4 | $1.76M | Sell |
5,293
-559
| -10% | -$186K | 0.96% | 35 |
|
|
2020
Q3 | $1.1M | Buy |
5,852
+586
| +11% | +$111K | 0.73% | 37 |
|
|
2020
Q2 | $613K | Buy |
5,266
+1,348
| +34% | +$157K | 0.49% | 51 |
|
|
2020
Q1 | $342K | Buy |
3,918
+2,184
| +126% | +$191K | 0.36% | 54 |
|
|
2019
Q4 | $232K | Buy |
+1,734
| New | +$232K | 0.18% | 86 |
|