BAM
ROIC

Belpointe Asset Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Belpointe Asset Management’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,625
Closed -$22.7K – 3524
2023
Q1 		$22.7K Buy
1,625
+20
+1% +$279 ﹤0.01% 2242
2022
Q4 		$24.1K Buy
+1,605
New +$24.1K ﹤0.01% 2050