Nisa Investment 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 | $17.7K | Buy |
138
+97
| +237% | +$12.4K | ﹤0.01% | 2005 |
|
|
2025
Q1 | $5.47K | Buy |
41
+35
| +583% | +$4.67K | ﹤0.01% | 2230 |
|
|
2024
Q4 | $436 | Buy |
+6
| New | +$436 | ﹤0.01% | 2857 |
|
|
2024
Q2 | – | Sell |
-21
| Closed | -$1.28K | – | 2968 |
|
|
2024
Q1 | $1.28K | Sell |
21
-14
| -40% | -$855 | ﹤0.01% | 2319 |
|
|
2023
Q4 | $367 | Hold |
35
| – | – | ﹤0.01% | 2465 |
|
|
2023
Q3 | $333 | Hold |
35
| – | – | ﹤0.01% | 2598 |
|
|
2023
Q2 | $313 | Buy |
35
+21
| +150% | +$188 | ﹤0.01% | 2651 |
|
|
2023
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 2679 |
|
|
2022
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 2696 |
|