Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EA
Electronic Arts Inc.

Communication Services
Q4 2021 Filed on Mar 17, 2022
52
$120.23 - $145.44 $6.25K - $7.56K
AN
Autonation, Inc.

Consumer Cyclical
Q4 2021 Filed on Mar 17, 2022
60
$110.56 - $131.04 $6.63K - $7.86K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q4 2021 Filed on Mar 17, 2022
10,000
$15.45 - $16.97 $155K - $170K
Kensington Capital Acquisiti
Q3 2021 Filed on Oct 12, 2021
200
N/A
NVR
Nvr Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
100
$4602.94 - $5215.81 $460K - $522K
Ishares Gold Tr
Q2 2021 Filed on Aug 02, 2021
11,095
N/A
WERN
Werner Enterprises Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
500
$42.66 - $48.91 $21.3K - $24.5K
OKE
Oneok Inc

Energy
Q2 2021 Filed on Aug 02, 2021
500
$50.46 - $57.02 $25.2K - $28.5K
SFE
Safeguard Scientifics Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
250
$6.03 - $7.76 $1.51K - $1.94K
PHK
Pimco High Income Fund

Financial Services
Q2 2021 Filed on Aug 02, 2021
5,148
$6.58 - $7.06 $33.9K - $36.3K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
100
$286.11 - $450.96 $28.6K - $45.1K
EVF
Eaton Vance Senior Income Trust

Financial Services
Q2 2021 Filed on Aug 02, 2021
6,500
$6.61 - $6.8 $43K - $44.2K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
1,500
$6.89 - $7.34 $10.3K - $11K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
50
$49.85 - $62.13 $2.49K - $3.11K
GRMN
Garmin LTD

Technology
Q2 2021 Filed on Aug 02, 2021
276
$132.51 - $145.38 $36.6K - $40.1K
ROP
Roper Technologies Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
50
$410.35 - $470.2 $20.5K - $23.5K
DWM
Wisdomtree Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
700
$53.08 - $56.66 $37.2K - $39.7K
ITB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
500
$66.57 - $77.09 $33.3K - $38.5K
UTL
Unitil Corp

Utilities
Q2 2021 Filed on Aug 02, 2021
400
$46.48 - $57.86 $18.6K - $23.1K
INDA
Ishares Msci India Index Fund

ETFs
Q2 2021 Filed on Aug 02, 2021
225
$39.53 - $45.39 $8.89K - $10.2K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2021 Filed on Aug 02, 2021
131
$45.56 - $46.09 $5.97K - $6.04K
ALLE
Allegion PLC

Industrials
Q2 2021 Filed on Aug 02, 2021
133
$127.75 - $142.55 $17K - $19K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
631
$49.88 - $53.52 $31.5K - $33.8K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
292
$50.73 - $50.82 $14.8K - $14.8K
Perspecta Inc
Q2 2021 Filed on Aug 02, 2021
4
N/A
Gw Pharmaceuticals PLC
Q2 2021 Filed on Aug 02, 2021
100
N/A
Navios Maritime Containers L
Q2 2021 Filed on Aug 02, 2021
25
N/A
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
2,400
$7.32 - $7.92 $17.6K - $19K
SNOA
Sonoma Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
1
$7.12 - $9.15 $7.12 - $9.15
Seagate Technology PLC
Q2 2021 Filed on Aug 02, 2021
500
N/A
Tcf Finl Corp
Q2 2021 Filed on Aug 02, 2021
420
N/A
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
16
$92.19 - $115.71 $1.48K - $1.85K
GEN
Gen Digital Inc Com
Q2 2021 Filed on Aug 02, 2021
1,494
N/A
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
Q2 2021 Filed on Aug 02, 2021
1,000
$105.67 - $105.71 $106K - $106K
GBIL
Goldman Sachs Access Treasury

ETFs
Q2 2021 Filed on Aug 02, 2021
1,150
$100.1 - $100.14 $115K - $115K
AVXL
Anavex Life Sciences Corp.

Healthcare
Q2 2021 Filed on Aug 02, 2021
2,000
$10.16 - $28.86 $20.3K - $57.7K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
11
$17.26 - $20.1 $190 - $221
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
22
$25.79 - $42.11 $567 - $926
Proshares Tr Ii
Q2 2021 Filed on Aug 02, 2021
50
N/A
Houghton Mifflin Harcourt CO
Q2 2021 Filed on Aug 02, 2021
10,500
N/A
AIV
Apartment Investment & Management CO

Real Estate
Q2 2021 Filed on Aug 02, 2021
2,684
$6.2 - $7.69 $16.6K - $20.6K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
200
$16.43 - $25.51 $3.29K - $5.1K
REKR
Rekor Systems, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
1,200
$8.94 - $25.23 $10.7K - $30.3K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
2,000
$8.34 - $14.59 $16.7K - $29.2K
EWUS
Ishares Msci United Kingdom Sm

ETFs
Q2 2021 Filed on Aug 02, 2021
900
$46.3 - $50.04 $41.7K - $45K
NUVB
Nuvation Bio Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
2,500
$9.22 - $14.48 $23.1K - $36.2K
BMBL
Bumble Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
1,000
$39.56 - $63.99 $39.6K - $64K
TWI
Titan International Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
200
$8.14 - $11.41 $1.63K - $2.28K
Trinseo S A
Q2 2021 Filed on Aug 02, 2021
700
N/A
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