TWP
ROIC

Triad Wealth Partners’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Triad Wealth Partners’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$6.22K – 998
2024
Q2 		$6.22K Buy
+500
New +$6.22K ﹤0.01% 523