Steward Partners Investment Advisory’s Root ROOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-180	Closed	-$808	–	3403
2022 Q4	$808	Buy	+180	New	+$808	﹤0.01%	3142
2021 Q4	–	Sell	-111	Closed	-$11K	–	3303
2021 Q3	$11K	Buy	+111	New	+$11K	﹤0.01%	2576