Optimum Investment Advisors Ishares Tr Transaction History

Optimum Investment Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 12, 2022	SELL	$32.87 - $39.92 $1,972 - $2,395	-60 Reduced 21.43%	220 $7,000
Q1 2022 Apr 08, 2022	SELL	$35.39 - $39.47 $212,516 - $237,017	-6,005 Reduced 95.54%	280 $11,000
Q4 2021 Mar 17, 2022	BUY	$34.59 - $38.25 $588 - $650	17 Added 0.27%	6,285 $240,000
Q3 2021 Oct 22, 2021	BUY	$33.99 - $36.93 $679 - $738	20 Added 0.32%	6,268 $214,000
Q2 2021 Aug 02, 2021	SELL	$34.54 - $36.88 $11,778 - $12,576	-341 Reduced 5.18%	6,248 $221,000
Q1 2021 Apr 15, 2021	BUY	$29.45 - $34.94 $194,046 - $230,219	6,589 New	6,589 $228,000

472

45.3M

400

200

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