Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-248
| Closed | -$5K | – | 1063 |
|
|
2018
Q2 | $5K | Hold |
248
| – | – | ﹤0.01% | 818 |
|
|
2018
Q1 | $4K | Hold |
248
| – | – | ﹤0.01% | 829 |
|
|
2017
Q4 | $5K | Hold |
248
| – | – | ﹤0.01% | 790 |
|
|
2017
Q3 | $5K | Hold |
248
| – | – | ﹤0.01% | 775 |
|
|
2017
Q2 | $5K | Hold |
248
| – | – | ﹤0.01% | 783 |
|
|
2017
Q1 | $5K | Hold |
248
| – | – | ﹤0.01% | 754 |
|
|
2016
Q4 | $5K | Hold |
248
| – | – | ﹤0.01% | 682 |
|
|
2016
Q3 | $5K | Buy |
+248
| New | +$5K | ﹤0.01% | 658 |
|