Gradient Investments’s Root ROOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34
| Closed | -$1.76K | – | 1064 |
|
|
2024
Q2 | $1.76K | Hold |
34
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q1 | $2.08K | Hold |
34
| – | – | ﹤0.01% | 830 |
|
|
2023
Q4 | $356 | Hold |
34
| – | – | ﹤0.01% | 1647 |
|
|
2023
Q3 | $323 | Hold |
34
| – | – | ﹤0.01% | 1626 |
|
|
2023
Q2 | $304 | Hold |
34
| – | – | ﹤0.01% | 1599 |
|
|
2023
Q1 | $153 | Hold |
34
| – | – | ﹤0.01% | 1413 |
|
|
2022
Q4 | $153 | Hold |
34
| – | – | ﹤0.01% | 1408 |
|
|
2022
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 1511 |
|
|
2022
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 1163 |
|
|
2022
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 1091 |
|
|
2021
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 969 |
|
|
2021
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $8K | Buy |
+34
| New | +$8K | ﹤0.01% | 809 |
|