Arkadios Wealth Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,719
| Closed | -$47K | – | 1837 |
|
|
2021
Q3 | $47K | Buy |
2,719
+445
| +20% | +$7.69K | 0.01% | 896 |
|
|
2021
Q2 | $40K | Buy |
2,274
+1,714
| +306% | +$30.2K | ﹤0.01% | 1006 |
|
|
2021
Q1 | $8K | Buy |
560
+248
| +79% | +$3.54K | ﹤0.01% | 1264 |
|
|
2020
Q4 | $4K | Sell |
312
-1,130
| -78% | -$14.5K | ﹤0.01% | 1175 |
|
|
2020
Q3 | $15.1K | Buy |
1,442
+380
| +36% | +$3.98K | 0.01% | 658 |
|
|
2020
Q2 | $10.8K | Buy |
+1,062
| New | +$10.8K | 0.01% | 667 |
|