LWM
ROIC
LBA Wealth Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $63K | Hold |
3,000
| – | – | 0.03% | 182 |
|
|
2016
Q4 | $63K | Sell |
3,000
-1,500
| -33% | -$31.5K | 0.03% | 174 |
|
|
2016
Q3 | $99K | Hold |
4,500
| – | – | 0.06% | 154 |
|
|
2016
Q2 | $98K | Sell |
4,500
-500
| -10% | -$10.9K | 0.06% | 156 |
|
|
2016
Q1 | $101K | Hold |
5,000
| – | – | 0.06% | 150 |
|
|
2015
Q4 | $90K | Hold |
5,000
| – | – | 0.05% | 169 |
|
|
2015
Q3 | $83K | Buy |
+5,000
| New | +$83K | 0.05% | 157 |
|