Capital Advisors Ltd’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Hold |
308
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $41K | Hold |
308
| – | – | 0.01% | 498 |
|
|
2024
Q4 | $22K | Hold |
308
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $12K | Hold |
308
| – | – | ﹤0.01% | 739 |
|
|
2024
Q2 | $16K | Hold |
308
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $19K | Hold |
308
| – | – | ﹤0.01% | 598 |
|
|
2023
Q4 | $3K | Hold |
308
| – | – | ﹤0.01% | 961 |
|
|
2023
Q3 | $3K | Hold |
308
| – | – | ﹤0.01% | 953 |
|
|
2023
Q2 | $3K | Buy |
308
+230
| +295% | +$2.24K | ﹤0.01% | 958 |
|
|
2023
Q1 | $0 | Buy |
+78
| New | – | ﹤0.01% | 1504 |
|