Pacific Capital Wealth Advisors’s RiskOn International, Inc. Common Stock ROI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,649
| Closed | -$1.21K | – | 544 |
|
2023
Q4 | $1.21K | Buy |
+3,649
| New | +$1.21K | ﹤0.01% | 302 |
|
2023
Q2 | – | Sell |
-3,646
| Closed | -$12.8K | – | 88 |
|
2023
Q1 | $12.8K | Hold |
3,646
| – | – | ﹤0.01% | 87 |
|
2022
Q4 | $25.1K | Hold |
3,646
| – | – | 0.01% | 88 |
|
2022
Q3 | $142K | Hold |
3,646
| – | – | 0.04% | 81 |
|
2022
Q2 | $287K | Hold |
3,646
| – | – | 0.08% | 73 |
|
2022
Q1 | $253K | Hold |
3,646
| – | – | 0.07% | 81 |
|
2021
Q4 | $244K | Hold |
3,646
| – | – | 0.07% | 82 |
|
2021
Q3 | $574K | Buy |
+3,646
| New | +$574K | 0.18% | 62 |
|