Roger W. Marshall
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-26. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -0.6% | -2.4% | +1.8% |
| 1 month | -5.3% | -2.9% | -2.4% |
| 1 quarter | -1.8% | +13.0% | -14.8% |
| Year to date | +3.5% | +7.2% | -3.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
No Electronic Disclosures
No electronically filed annual financial disclosure is available for this member yet.
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-09-15 | INTC | Sell | DC | $1K - $15K | 2020-10-13 | 28d |
| 2020-09-15 | MSFT | Sell | DC | $1K - $15K | 2020-10-13 | 28d |
| 2020-09-15 | ROKU | Sell | DC | $1K - $15K | 2020-10-13 | 28d |
| 2020-09-04 | ROKU | Buy | DC | $1K - $15K | 2020-10-13 | 39d |
| 2020-09-03 | MSFT | Buy | DC | $1K - $15K | 2020-10-13 | 40d |
| 2020-09-02 | INTC | Buy | DC | $1K - $15K | 2020-10-13 | 41d |
| 2020-06-09 | BABA | Sell | DC | $1K - $15K | 2020-07-02 | 23d |
| 2020-05-19 | ROKU | Buy | DC | $1K - $15K | 2020-06-03 | 15d |
| 2020-05-12 | AMD | Sell | DC | $1K - $15K | 2020-06-03 | 22d |
| 2020-05-12 | BABA | Sell | DC | $1K - $15K | 2020-06-03 | 22d |
| 2020-05-07 | GILD | Buy | DC | $1K - $15K | 2020-06-03 | 27d |
| 2020-05-07 | YETI | Sell | DC | $1K - $15K | 2020-06-03 | 27d |
| 2020-05-05 | GILD | Buy | DC | $1K - $15K | 2020-06-03 | 29d |
| 2020-05-05 | DIS | Buy | DC | $1K - $15K | 2020-06-03 | 29d |
| 2020-05-04 | GILD | Buy | DC | $1K - $15K | 2020-06-03 | 30d |
| 2020-05-04 | AMD | Buy | DC | $1K - $15K | 2020-06-03 | 30d |
| 2020-05-04 | BABA | Buy | DC | $1K - $15K | 2020-06-03 | 30d |
| 2020-05-04 | GILD | Buy | DC | $1K - $15K | 2020-06-03 | 30d |
| 2020-05-04 | YETI | Buy | DC | $1K - $15K | 2020-06-03 | 30d |
| 2019-12-03 | BABA | Buy | DC | $1K - $15K | 2020-01-09 | 37d |
| 2019-12-03 | AAPL | Buy | DC | $1K - $15K | 2020-01-09 | 37d |
| 2019-12-02 | AAPL | Buy | DC | $1K - $15K | 2020-01-09 | 38d |
| 2019-11-06 | YETI | Buy | DC | $1K - $15K | 2020-01-09 | 64d late |