SFA
ROIC

Sequoia Financial Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Sequoia Financial Advisors’s Portfolio ROIC Stock Details ROIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,176
Closed -$175K – 1231
2023
Q3 		$175K Buy
14,176
+1,358
+11% +$16.8K ﹤0.01% 874
2023
Q2 		$173K Buy
+12,818
New +$173K ﹤0.01% 876