LWM
ROIC

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

Lenox Wealth Management’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		$3K Hold
273
– – ﹤0.01% 608
2020
Q1 		$2K Buy
+273
New +$2K ﹤0.01% 630