Plante Moran Financial Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-246
| Closed | -$3K | – | 1051 |
|
|
2020
Q3 | $3K | Buy |
+246
| New | +$3K | ﹤0.01% | 761 |
|
|
2018
Q2 | – | Sell |
-63
| Closed | -$1K | – | 990 |
|
|
2018
Q1 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 925 |
|
|
2017
Q1 | – | Sell |
-215
| Closed | -$5K | – | 1052 |
|
|
2016
Q4 | $5K | Hold |
215
| – | – | ﹤0.01% | 730 |
|
|
2016
Q3 | $5K | Sell |
215
-35
| -14% | -$814 | ﹤0.01% | 716 |
|
|
2016
Q2 | $5K | Buy |
250
+6
| +2% | +$120 | ﹤0.01% | 649 |
|
|
2016
Q1 | $5K | Buy |
+244
| New | +$5K | ﹤0.01% | 595 |
|