JP Morgan Private Wealth Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $369K | Buy |
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|
2021
Q4 | $371K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $151K | Sell |
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|
2020
Q1 | $821K | Sell |
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|
2019
Q4 | $3.14M | Buy |
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|
2019
Q3 | $2.34M | Sell |
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|
2019
Q2 | $5.59M | Sell |
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|
2019
Q1 | $5.97M | Sell |
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|
2018
Q4 | $5.68M | Sell |
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|
2018
Q3 | $6.85M | Sell |
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|
2018
Q2 | $7.34M | Buy |
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