IFP Advisors’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$133 | – | 3617 |
|
|
2025
Q1 | – | Sell |
-104
| Closed | -$7.7K | – | 3786 |
|
|
2024
Q4 | $7.7K | Buy |
+104
| New | +$7.7K | ﹤0.01% | 2639 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$36 | – | 3511 |
|
|
2023
Q2 | $36 | Buy |
+4
| New | +$36 | ﹤0.01% | 3402 |
|
|
2021
Q4 | – | Sell |
-36
| Closed | -$3K | – | 3424 |
|
|
2021
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 2689 |
|
|
2021
Q2 | $7K | Hold |
36
| – | – | ﹤0.01% | 2346 |
|
|
2021
Q1 | $8K | Buy |
+36
| New | +$8K | ﹤0.01% | 2221 |
|