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Roger W. Marshall

Representative

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.

Stock Est. shares Est. value Weight
GILD 507 $62.8K 75.4%
DIS 81 $8K 9.6%
ROKU 72 $9.7K 11.6%
YETI 19 $993 1.2%
AMD 3 $1.8K 2.2%

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

Disclosed trades
23
Avg. disclosure lag
31.5 days
Filed past 45-day deadline
4.3%
Date Stock Type Amount
2020-09-15 INTC Sell $1K - $15K
2020-09-15 MSFT Sell $1K - $15K
2020-09-15 ROKU Sell $1K - $15K
2020-09-04 ROKU Buy $1K - $15K
2020-09-03 MSFT Buy $1K - $15K
2020-09-02 INTC Buy $1K - $15K
2020-06-09 BABA Sell $1K - $15K
2020-05-19 ROKU Buy $1K - $15K
2020-05-12 AMD Sell $1K - $15K
2020-05-12 BABA Sell $1K - $15K
2020-05-07 GILD Buy $1K - $15K
2020-05-07 YETI Sell $1K - $15K
2020-05-05 GILD Buy $1K - $15K
2020-05-05 DIS Buy $1K - $15K
2020-05-04 GILD Buy $1K - $15K
2020-05-04 AMD Buy $1K - $15K
2020-05-04 BABA Buy $1K - $15K
2020-05-04 GILD Buy $1K - $15K
2020-05-04 YETI Buy $1K - $15K
2019-12-03 BABA Buy $1K - $15K
2019-12-03 AAPL Buy $1K - $15K
2019-12-02 AAPL Buy $1K - $15K
2019-11-06 YETI Buy $1K - $15K