Avion Wealth’s Retail Opportunity Investments Corp. ROIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40
| Closed | – | – | 1695 |
|
|
2025
Q1 | $0 | Buy |
+40
| New | – | ﹤0.01% | 1414 |
|
|
2024
Q4 | – | Sell |
-40
| Closed | – | – | 1329 |
|
|
2024
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 1390 |
|
|
2024
Q2 | $0 | Buy |
+40
| New | – | ﹤0.01% | 1316 |
|
|
2023
Q4 | – | Sell |
-37
| Closed | – | – | 1389 |
|
|
2023
Q3 | $0 | Hold |
37
| – | – | ﹤0.01% | 1262 |
|
|
2023
Q2 | $0 | Buy |
+37
| New | – | ﹤0.01% | 1085 |
|