IEQ Capital’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
9,973
+712
| +8% | +$91.1K | 0.01% | 782 |
|
|
2025
Q1 | $1.24M | Hold |
9,261
| – | – | 0.01% | 700 |
|
|
2024
Q4 | $672K | Hold |
9,261
| – | – | 0.01% | 764 |
|
|
2024
Q3 | $350K | Buy |
9,261
+2,415
| +35% | +$91.2K | ﹤0.01% | 872 |
|
|
2024
Q2 | $353K | Sell |
6,846
-963
| -12% | -$49.7K | ﹤0.01% | 754 |
|
|
2024
Q1 | $477K | Buy |
+7,809
| New | +$477K | 0.01% | 630 |
|
|
2022
Q3 | – | Sell |
-6,511
| Closed | -$139K | – | 867 |
|
|
2022
Q2 | $139K | Hold |
6,511
| – | – | ﹤0.01% | 754 |
|
|
2022
Q1 | $231K | Sell |
6,511
-397
| -6% | -$14.1K | 0.01% | 718 |
|
|
2021
Q4 | $385K | Buy |
6,908
+1,668
| +32% | +$93K | 0.01% | 530 |
|
|
2021
Q3 | $497K | Buy |
+5,240
| New | +$497K | 0.01% | 435 |
|