WBC
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West Branch Capital’s Root ROOT Stock Holding History

West Branch Capital’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-56
Closed -$253 – 466
2023
Q1 		$253 Buy
+56
New +$253 ﹤0.01% 436