Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $46K | Buy |
2,644
+500
| +23% | +$8.7K | 0.01% | 715 |
|
|
2021
Q2 | $37K | Buy |
2,144
+502
| +31% | +$8.66K | 0.01% | 695 |
|
|
2021
Q1 | $26K | Buy |
1,642
+1,401
| +581% | +$22.2K | 0.01% | 707 |
|
|
2020
Q4 | $3K | Hold |
241
| – | – | ﹤0.01% | 1345 |
|
|
2020
Q3 | $2K | Buy |
+241
| New | +$2K | ﹤0.01% | 1360 |
|
|
2020
Q2 | – | Sell |
-302
| Closed | -$2K | – | 1883 |
|
|
2020
Q1 | $2K | Buy |
+302
| New | +$2K | ﹤0.01% | 1203 |
|