Valeo Financial Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-166
| Closed | -$3K | – | 1731 |
|
|
2019
Q3 | $3K | Hold |
166
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q2 | $3K | Hold |
166
| – | – | ﹤0.01% | 1354 |
|
|
2019
Q1 | $3K | Hold |
166
| – | – | ﹤0.01% | 1305 |
|
|
2018
Q4 | $3K | Hold |
166
| – | – | ﹤0.01% | 1223 |
|
|
2018
Q3 | $3K | Hold |
166
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q2 | $3K | Hold |
166
| – | – | ﹤0.01% | 1285 |
|
|
2018
Q1 | $3K | Hold |
166
| – | – | ﹤0.01% | 1279 |
|
|
2017
Q4 | $3K | Hold |
166
| – | – | ﹤0.01% | 1136 |
|
|
2017
Q3 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 974 |
|