Global Retirement Partners’s RiskOn International, Inc. Common Stock ROI Stock Holding History

Global Retirement Partners’s Portfolio ROI Stock Details ROI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-177	Closed	-$26	–	3505
2023 Q4	$26	Hold	177	–	–	﹤0.01%	3320
2023 Q3	$150	Hold	177	–	–	﹤0.01%	3144
2023 Q2	$204	Hold	177	–	–	﹤0.01%	3092
2023 Q1	$370	Hold	177	–	–	﹤0.01%	2986
2022 Q4	$1.22K	Hold	177	–	–	﹤0.01%	2535
2022 Q3	$4K	Sell	177 -2	-1%	-$120	﹤0.01%	2053
2022 Q2	$14K	Hold	179	–	–	﹤0.01%	1509
2022 Q1	$11K	Buy	+179	New	+$13.3K	﹤0.01%	1603
2021 Q4	–	Sell	-214	Closed	-$34K	–	1929
2021 Q3	$34K	Buy	+214	New	+$30K	﹤0.01%	1005

Other funds holding ROI

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Global Retirement Partners's ROI Position: Q1 2024 in Review

Global Retirement Partners sold out of RiskOn International, Inc. Common Stock (ROI) in Q1 2024, closing a stake of 177 shares — an estimated $26 sold.

Global Retirement Partners first reported a position in ROI in Q3 2021 and held it in 9 quarters. The position peaked at $34K in Q3 2021. 4 funds tracked by Wall St. Rank hold ROI as of Q1 2024.

Global Retirement Partners reported no remaining RiskOn International, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 177 RiskOn International, Inc. Common Stock shares in Q1 2024, an estimated $26.
Global Retirement Partners first reported a position in RiskOn International, Inc. Common Stock in Q3 2021 and held it in 9 quarters.
Global Retirement Partners's RiskOn International, Inc. Common Stock position peaked at $34K in Q3 2021.
4 funds tracked by Wall St. Rank held RiskOn International, Inc. Common Stock as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.