Wealthspire Advisors (Maryland)’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
Q2 | – | Hold |
0
| – | -$4K | – | 2180 |
|
|
2019
Q1 | – | Hold |
0
| – | -$7K | – | 1944 |
|
|
2018
Q4 | – | Hold |
0
| – | -$5K | – | 1617 |
|
|
2018
Q3 | – | Hold |
0
| – | -$4K | – | 1841 |
|
|
2018
Q2 | – | Hold |
0
| – | -$3K | – | 1924 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2079 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2631 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2507 |
|
|
2016
Q4 | – | Hold |
0
| – | -$2K | – | 1863 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1577 |
|