Arax Advisory Partners’s Root ROOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-800
| Closed | -$30.2K | – | 2697 |
|
2024
Q3 | $30.2K | Hold |
800
| – | – | ﹤0.01% | 922 |
|
2024
Q2 | $41.3K | Sell |
800
-70
| -8% | -$3.61K | ﹤0.01% | 730 |
|
2024
Q1 | $53.1K | Buy |
870
+70
| +9% | +$4.28K | 0.01% | 488 |
|
2023
Q4 | $8.38K | Hold |
800
| – | – | ﹤0.01% | 786 |
|
2023
Q3 | $7.61K | Hold |
800
| – | – | ﹤0.01% | 782 |
|
2023
Q2 | $7.15K | Hold |
800
| – | – | ﹤0.01% | 782 |
|
2023
Q1 | $3.61K | Buy |
800
+500
| +167% | +$2.26K | ﹤0.01% | 916 |
|
2022
Q4 | $1.35K | Buy |
300
+23
| +8% | +$103 | ﹤0.01% | 1013 |
|
2022
Q3 | $2K | Sell |
277
-1
| -0.4% | -$7 | ﹤0.01% | 987 |
|
2022
Q2 | $6K | Hold |
278
| – | – | ﹤0.01% | 752 |
|
2022
Q1 | $10K | Hold |
278
| – | – | ﹤0.01% | 660 |
|
2021
Q4 | $16K | Hold |
278
| – | – | ﹤0.01% | 596 |
|
2021
Q3 | $26K | Buy |
278
+139
| +100% | +$13K | ﹤0.01% | 532 |
|
2021
Q2 | $27K | Buy |
+139
| New | +$27K | ﹤0.01% | 550 |
|