PFO
ROIC

Pathstone Family Office’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Pathstone Family Office’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,018
Closed -$282K – 1526
2022
Q4 		$282K Buy
+22,018
New +$282K ﹤0.01% 1265