Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-695
| Closed | -$11K | – | 1114 |
|
|
2015
Q3 | $11K | Buy |
+695
| New | +$11K | ﹤0.01% | 941 |
|
|
2015
Q2 | – | Sell |
-130
| Closed | -$2K | – | 1401 |
|
|
2015
Q1 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 1043 |
|
|
2014
Q3 | – | Sell |
-74
| Closed | -$1K | – | 734 |
|
|
2014
Q2 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 587 |
|