HWM
ROIC

Hemington Wealth Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Hemington Wealth Management’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38
Closed – – 1813
2024
Q4 		$0 Sell
38
-8
-17% -$134 ﹤0.01% 1839
2024
Q3 		$0 Buy
+46
New +$672 ﹤0.01% 1801

Other funds holding ROIC

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HNB
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