Centric Wealth Management’s The Oncology Institute TOI Stock Holding History

Centric Wealth Management’s Portfolio TOI Stock Details TOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,000	Closed	-$100K	–	205
2021 Q1	$100K	Hold	10,000	–	–	0.03%	197
2020 Q4	$108K	Buy	+10,000	New	+$103K	0.03%	188

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