Harvest Group Wealth Management’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
Q1 | – | Sell |
-74
| Closed | -$1K | – | 758 |
|
|
2020
Q4 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 590 |
|
|
2020
Q1 | – | Sell |
-447
| Closed | -$7K | – | 1082 |
|
|
2019
Q4 | $7K | Hold |
447
| – | – | 0.01% | 307 |
|
|
2019
Q3 | $8K | Hold |
447
| – | – | 0.01% | 298 |
|
|
2019
Q2 | $7K | Hold |
447
| – | – | 0.01% | 298 |
|
|
2019
Q1 | $8K | Buy |
+447
| New | +$8K | 0.01% | 301 |
|