SWM
ROIC

Spire Wealth Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Spire Wealth Management’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-69
Closed -$1K – 2665
2022
Q2 		$1K Sell
69
-99
-59% -$1.44K ﹤0.01% 2609
2022
Q1 		$3K Buy
168
+64
+62% +$1.14K ﹤0.01% 2359
2021
Q4 		$2K Buy
+104
New +$2K ﹤0.01% 2824