Optimum Investment Advisors Spdr S&P Kensho Smart Mobility Transaction History

Optimum Investment Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$26.65 - $29.85 $10,660 - $11,940	-400 Reduced 67.45%	193 $5,000
Q2 2024 Jul 12, 2024	SELL	$26.4 - $30.02 $26,400 - $30,020	-1,000 Reduced 62.77%	593 $16,000
Q2 2023 Aug 03, 2023	SELL	$28.07 - $33.83 $28,070 - $33,830	-1,000 Reduced 38.57%	1,593 $53,000
Q4 2022 Jan 05, 2023	SELL	$28.34 - $35.53 $14,170 - $17,765	-500 Reduced 16.17%	2,593 $0
Q2 2021 Aug 02, 2021	BUY	$55.84 - $64.51 $10,777 - $12,450	193 Added 6.66%	3,093 $192,000
Q4 2020 Jan 21, 2021	BUY	$38.0 - $55.42 $110,200 - $160,718	2,900 New	2,900 $159,000

46.9K

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