A detailed history of Ever Source Wealth Advisors, LLC transactions in Retail Opportunity Investments Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 85 shares of ROIC stock, worth $1,477. This represents 0.0% of its overall portfolio holdings.

Number of Shares
85
Previous 85 -0.0%
Holding current value
$1,477
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$11.96 - $12.81 $11 - $12
1 Added 1.19%
85 $1,000
Q1 2024

Jun 11, 2024

BUY
$12.33 - $14.2 $505 - $582
41 Added 95.35%
84 $1,000
Q4 2023

Feb 09, 2024

SELL
$11.08 - $14.29 $443 - $571
-40 Reduced 48.19%
43 $0
Q3 2023

Nov 03, 2023

BUY
$12.35 - $15.05 $1,025 - $1,249
83 New
83 $1,000
Q1 2023

May 11, 2023

SELL
$12.52 - $16.14 $2,078 - $2,679
-166 Closed
0 $0
Q4 2022

Feb 09, 2023

SELL
$13.58 - $15.82 $7,306 - $8,511
-538 Reduced 76.42%
166 $2,000
Q3 2022

Nov 07, 2022

SELL
$13.53 - $18.43 $5,642 - $7,685
-417 Reduced 37.2%
704 $10,000
Q4 2021

Feb 07, 2022

BUY
$17.16 - $19.6 $19,236 - $21,971
1,121 New
1,121 $22,000

Others Institutions Holding ROIC

About RETAIL OPPORTUNITY INVESTMENTS CORP


  • Ticker ROIC
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 124,542,000
  • Market Cap $2.16B
  • Description
  • Retail Opportunity Investments Corp. (NASDAQ: ROIC), is a fully-integrated, self-managed real estate investment trust (REIT) that specializes in the acquisition, ownership and management of grocery-anchored shopping centers located in densely populated, metropolitan markets across the West Coast. As of September 30, 2020, ROIC owned 88 shopping ...
More about ROIC
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