Kestra Advisory Services’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-794
| Closed | -$17K | – | 2219 |
|
|
2022
Q2 | $17K | Buy |
794
+55
| +7% | +$1.18K | ﹤0.01% | 2093 |
|
|
2022
Q1 | $26K | Sell |
739
-55
| -7% | -$1.94K | ﹤0.01% | 1978 |
|
|
2021
Q4 | $44K | Sell |
794
-250
| -24% | -$13.9K | ﹤0.01% | 1981 |
|
|
2021
Q3 | $99K | Sell |
1,044
-186
| -15% | -$17.6K | ﹤0.01% | 2056 |
|
|
2021
Q2 | $240K | Buy |
+1,230
| New | +$240K | ﹤0.01% | 1731 |
|