AWM
ROIC

Abound Wealth Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Abound Wealth Management’s Portfolio ROIC Stock Details ROIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12
Closed -$209 – 1339
2024
Q4 		$209 Hold
12
– – ﹤0.01% 1046
2024
Q3 		$189 Buy
+12
New +$189 ﹤0.01% 1200