Creative Planning’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5
| Closed | -$48 | – | 2960 |
|
|
2023
Q3 | $48 | Buy |
+5
| New | +$48 | ﹤0.01% | 2800 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | – | – | 2386 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2350 |
|
|
2021
Q2 | – | Sell |
-560
| Closed | -$128K | – | 2275 |
|
|
2021
Q1 | $128K | Buy |
+560
| New | +$128K | ﹤0.01% | 2149 |
|