LWM
ROIC

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

LBA 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
2017
Q1 		$63K Hold
2016
Q4 		$63K Sell
2016
Q3 		$99K Hold
2016
Q2 		$98K Sell
2016
Q1 		$101K Hold
2015
Q4 		$90K Hold
2015
Q3 		$83K Buy