KMS Financial Services’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
2013
Q4
Sell
-20,620
Closed -$285K 555
2013
Q3
$285K Hold
20,620
0.07% 299
2013
Q2
$287K Buy
+20,620
New +$287K 0.08% 272