AWE
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Avidian Wealth Enterprises’s Root ROOT Stock Holding History

Avidian Wealth Enterprises’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,732
Closed -$397K – 391
2021
Q1 		$397K Buy
1,732
+1,055
+156% +$242K 0.03% 242
2020
Q4 		$191K Buy
+677
New +$191K 0.02% 302