Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28
| Closed | -$421 | – | 1129 |
|
|
2022
Q4 | $421 | Buy |
+28
| New | +$421 | ﹤0.01% | 1024 |
|
|
2021
Q3 | – | Sell |
-52
| Closed | -$1K | – | 1018 |
|
|
2021
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 933 |
|
|
2021
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 928 |
|
|
2020
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 849 |
|
|
2020
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 903 |
|
|
2020
Q2 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 635 |
|