Optimum Investment Advisors INVESCO EXCH TRD SLF IDX FD Transaction History

Optimum Investment Advisors

  • $222 Million
  • Q4 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Mar 17, 2022
SELL
N/A
-33,330 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
N/A
2,440 Added 7.9%
33,330 $703,000
Q2 2021

Aug 02, 2021
BUY
N/A
6,865 Added 28.57%
30,890 $652,000
Q1 2021

Apr 15, 2021
BUY
N/A
9,150 Added 61.51%
24,025 $508,000
Q3 2020

Oct 06, 2020
BUY
N/A
2,000 Added 15.53%
14,875 $317,000
Q1 2020

Apr 21, 2020
SELL
N/A
-500 Reduced 3.74%
12,875 $270,000
Q4 2019

Jan 22, 2020
SELL
N/A
-1,200 Reduced 8.23%
13,375 $284,000
Q2 2019

Jul 29, 2019
SELL
N/A
-2,100 Reduced 12.59%
14,575 $309,000
Q1 2019

May 03, 2019
BUY
N/A
4,575 Added 37.81%
16,675 $351,000
Q3 2018

Oct 05, 2018
BUY
N/A
4,700 Added 63.51%
12,100 $251,000
Q2 2018

Oct 05, 2018
BUY
N/A
7,400 New
7,400 $154,000
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