FIA
ROIC

Foundations Investment Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Foundations Investment Advisors’s Portfolio ROIC Stock Details ROIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,820
Closed -$240K – 940
2024
Q4 		$240K Buy
13,820
+1,421
+11% +$24.7K ﹤0.01% 727
2024
Q3 		$195K Buy
+12,399
New +$195K ﹤0.01% 781