9258 Wealth Management’s Root ROOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-778	Closed	-$43K	–	378
2021 Q4	$43K	Hold	778	–	–	0.01%	368
2021 Q3	$74K	Hold	778	–	–	0.02%	346
2021 Q2	$151K	Buy	+778	New	+$151K	0.04%	339