Stifel Financial’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-778
| Closed | -$43K | – | 3477 |
|
|
2021
Q4 | $43K | Sell |
778
-103
| -12% | -$5.69K | ﹤0.01% | 3319 |
|
|
2021
Q3 | $84K | Sell |
881
-209
| -19% | -$19.9K | ﹤0.01% | 3254 |
|
|
2021
Q2 | $212K | Sell |
1,090
-174
| -14% | -$33.8K | ﹤0.01% | 3114 |
|
|
2021
Q1 | $290K | Buy |
1,264
+278
| +28% | +$63.8K | ﹤0.01% | 2819 |
|
|
2020
Q4 | $279K | Buy |
+986
| New | +$279K | ﹤0.01% | 2637 |
|