CPA
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Capital Performance Advisors’s Root ROOT Stock Holding History

Capital Performance Advisors’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$38 – 2146
2024
Q3 		$38 Buy
+1
New +$38 ﹤0.01% 2819