Ameritas Investment Partners’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Buy |
1,087
+241
| +28% | +$30.8K | ﹤0.01% | 1523 |
|
|
2025
Q1 | $113K | Hold |
846
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q4 | $61.4K | Hold |
846
| – | – | ﹤0.01% | 2062 |
|
|
2024
Q3 | $32K | Hold |
846
| – | – | ﹤0.01% | 2426 |
|
|
2024
Q2 | $43.7K | Buy |
+846
| New | +$43.7K | ﹤0.01% | 2218 |
|
|
2023
Q2 | – | Sell |
-581
| Closed | -$2.62K | – | 3197 |
|
|
2023
Q1 | $2.62K | Hold |
581
| – | – | ﹤0.01% | 2942 |
|
|
2022
Q4 | $3.13K | Hold |
581
| – | – | ﹤0.01% | 2984 |
|
|
2022
Q3 | $4K | Sell |
581
-1
| -0.2% | -$7 | ﹤0.01% | 2953 |
|
|
2022
Q2 | $12K | Buy |
+582
| New | +$12K | ﹤0.01% | 2786 |
|