Optimum Investment Advisors Schwab Strategic Tr Us Large C Transaction History

Optimum Investment Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 12, 2022	SELL	$60.93 - $72.3 $43,260 - $51,333	-710 Reduced 68.27%	330 $21,000
Q1 2022 Apr 08, 2022	SELL	$67.71 - $74.19 $196,968 - $215,818	-2,909 Reduced 73.66%	1,040 $74,000
Q4 2021 Mar 17, 2022	BUY	$67.9 - $73.3 $543 - $586	8 Added 0.2%	3,949 $289,000
Q3 2021 Oct 22, 2021	SELL	$66.91 - $71.05 $9,568 - $10,160	-143 Reduced 3.5%	3,941 $266,000
Q2 2021 Aug 02, 2021	BUY	$65.81 - $69.75 $31,720 - $33,619	482 Added 13.38%	4,084 $279,000
Q1 2021 Apr 15, 2021	SELL	$58.71 - $65.66 $40,451 - $45,239	-689 Reduced 16.06%	3,602 $235,000
Q4 2020 Jan 21, 2021	BUY	$50.83 - $59.53 $218,111 - $255,443	4,291 New	4,291 $255,000

836

112M

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