LFA
ROIC

Legacy Financial Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Legacy Financial Advisors’s Portfolio ROIC Stock Details ROIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-77
Closed -$1K – 943
2019
Q1 		$1K Buy
+77
New +$1K ﹤0.01% 1032
2018
Q4 		– Sell
-228
Closed -$4K – 1060
2018
Q3 		$4K Hold
228
– – ﹤0.01% 747
2018
Q2 		$4K Buy
+228
New +$4K ﹤0.01% 756