EverSource Wealth Advisors’s Root ROOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512 | Buy |
4
+1
| +33% | +$128 | ﹤0.01% | 3882 |
|
|
2025
Q1 | $400 | Sell |
3
-1
| -25% | -$133 | ﹤0.01% | 3531 |
|
|
2024
Q4 | $290 | Buy |
+4
| New | +$290 | ﹤0.01% | 3356 |
|
|
2022
Q4 | – | Sell |
-59
| Closed | – | – | 2414 |
|
|
2022
Q3 | $0 | Buy |
+59
| New | – | ﹤0.01% | 2109 |
|