Smartleaf Asset Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,270
| Closed | -$91.6K | – | 3040 |
|
|
2024
Q4 | $91.6K | Buy |
5,270
+3,440
| +188% | +$59.8K | 0.01% | 875 |
|
|
2024
Q3 | $28.6K | Sell |
1,830
-214
| -10% | -$3.35K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $25.3K | Buy |
2,044
+1,333
| +187% | +$16.5K | ﹤0.01% | 948 |
|
|
2024
Q1 | $9.03K | Buy |
711
+42
| +6% | +$533 | ﹤0.01% | 1037 |
|
|
2023
Q4 | $8.9K | Buy |
+669
| New | +$8.9K | ﹤0.01% | 786 |
|