Root Financial Partners’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-669
| Closed | -$4.65K | – | 223 |
|
2024
Q3 | $4.65K | Hold |
669
| – | – | ﹤0.01% | 152 |
|
2024
Q2 | $5.23K | Hold |
669
| – | – | ﹤0.01% | 113 |
|
2024
Q1 | $7.12K | Hold |
669
| – | – | ﹤0.01% | 96 |
|
2023
Q4 | $12.2K | Hold |
669
| – | – | ﹤0.01% | 80 |
|
2023
Q3 | $13.1K | Hold |
669
| – | – | 0.01% | 66 |
|
2023
Q2 | $23.4K | Buy |
+669
| New | +$23.4K | 0.01% | 63 |
|