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Castleview Partners’s Root ROOT Stock Holding History

Castleview Partners’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
Q3 		– Sell
-1,562
Closed -$80.6K – 840
2024
Q2 		$80.6K Buy
+1,562
New +$80.6K 0.05% 259