Optimum Investment Advisors Innovator U.S. Equity Power Bu Transaction History

Optimum Investment Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$32.98 - $35.38 $65,960 - $70,760	-2,000 Reduced 50.0%	2,000 $70,000
Q3 2023 Oct 13, 2023	SELL	$30.83 - $32.2 $30,830 - $32,200	-1,000 Reduced 20.0%	4,000 $124,000
Q2 2023 Aug 03, 2023	SELL	$29.26 - $31.2 $29,260 - $31,200	-1,000 Reduced 16.67%	5,000 $156,000
Q1 2023 May 03, 2023	SELL	$28.22 - $29.78 $28,220 - $29,780	-1,000 Reduced 14.29%	6,000 $177,000
Q3 2022 Oct 24, 2022	BUY	$26.97 - $29.75 $26,970 - $29,750	1,000 Added 16.67%	7,000 $189,000
Q4 2021 Mar 17, 2022	BUY	$29.21 - $30.44 $58,420 - $60,880	2,000 Added 50.0%	6,000 $183,000
Q3 2021 Oct 22, 2021	BUY	$29.22 - $29.77 $116,880 - $119,080	4,000 New	4,000 $117,000

204

17.5M

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