SIA
ROIC

Schechter Investment Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Schechter Investment Advisors’s Portfolio ROIC Stock Details ROIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,270
Closed -$144K – 709
2023
Q4 		$144K Sell
10,270
-1,731
-14% -$24.3K 0.01% 571
2023
Q3 		$149K Buy
+12,001
New +$149K 0.01% 556