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Surevest’s Root ROOT Stock Holding History

Surevest’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-28
Closed -$2K – 558
2021
Q4 		$2K Buy
+28
New +$2K ﹤0.01% 420