CIBC Asset Management’s Root ROOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,430
| Closed | -$109K | – | 1144 |
|
|
2023
Q4 | $109K | Hold |
10,430
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q3 | $99.2K | Hold |
10,430
| – | – | ﹤0.01% | 992 |
|
|
2023
Q2 | $93.2K | Hold |
10,430
| – | – | ﹤0.01% | 1033 |
|
|
2023
Q1 | $47K | Buy |
+10,430
| New | +$47K | ﹤0.01% | 1023 |
|
|
2022
Q3 | – | Sell |
-665
| Closed | -$14K | – | 1292 |
|
|
2022
Q2 | $14K | Sell |
665
-48
| -7% | -$1.01K | ﹤0.01% | 1265 |
|
|
2022
Q1 | $25K | Hold |
713
| – | – | ﹤0.01% | 1514 |
|
|
2021
Q4 | $40K | Buy |
713
+134
| +23% | +$7.52K | ﹤0.01% | 1529 |
|
|
2021
Q3 | $55K | Buy |
+579
| New | +$55K | ﹤0.01% | 1451 |
|