Summit Securities Group’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 627 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 648 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$18K | – | 781 |
|
|
2023
Q2 | $18K | Buy |
+2,000
| New | +$18K | ﹤0.01% | 538 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1090 |
|
|
2022
Q3 | – | Sell |
-2,389
| Closed | -$51K | – | 900 |
|
|
2022
Q2 | $51K | Buy |
2,389
+389
| +19% | +$8.3K | 0.01% | 369 |
|
|
2022
Q1 | $71K | Buy |
+2,000
| New | +$71K | 0.01% | 365 |
|