Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Proshares Tr
Q1 2021 Filed on Apr 15, 2021
50
N/A
Nantkwest Inc
Q1 2021 Filed on Apr 15, 2021
400
N/A
PUBM
Pub Matic, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
100
$25.7 - $69.92 $2.57K - $6.99K
EDOC
Global X Fds Telemedicine & Di

ETFs
Q1 2021 Filed on Apr 15, 2021
250
$18.1 - $22.63 $4.53K - $5.66K
Longview Acquisition Corp
Q1 2021 Filed on Apr 15, 2021
450
N/A
Foley Trasimene Acquisition
Q1 2021 Filed on Apr 15, 2021
1,000
N/A
Direxion Shs ETF Tr
Q1 2021 Filed on Apr 15, 2021
3,000
N/A
OUNZ
Van Eck Merk Gold Trust

ETFs
Q1 2021 Filed on Apr 15, 2021
1,000
$16.38 - $19.0 $16.4K - $19K
SOLO
Electrameccanica Vehicles Corp.

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
300
$4.43 - $9.48 $1.33K - $2.84K
Biolase Inc
Q1 2021 Filed on Apr 15, 2021
2,000
N/A
SURF
Surface Oncology, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
3,000
$7.25 - $13.82 $21.8K - $41.5K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2021 Filed on Apr 15, 2021
100
$46.25 - $60.4 $4.63K - $6.04K
STRL
Sterling Construction CO Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
1,150
$17.88 - $24.13 $20.6K - $27.7K
Vy Global Growth
Q1 2021 Filed on Apr 15, 2021
500
N/A
KLR
Kaleyra, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
200
$9.16 - $20.0 $1.83K - $4K
LAKE
Lakeland Industries Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
300
$26.53 - $44.43 $7.96K - $13.3K
LPX
Louisiana Pacific Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
1,200
$36.93 - $56.05 $44.3K - $67.3K
VVV
Valvoline Inc

Energy
Q1 2021 Filed on Apr 15, 2021
5,000
$22.75 - $26.78 $114K - $134K
FXI
Ishares Tr

ETFs
Q1 2021 Filed on Apr 15, 2021
3,000
$45.11 - $54.47 $135K - $163K
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
2,000
$24.25 - $31.6 $48.5K - $63.2K
AUDC
Audiocodes LTD

Technology
Q1 2021 Filed on Apr 15, 2021
2,500
$26.71 - $33.68 $66.8K - $84.2K
CTXS
Citrix Systems Inc

Technology
Q1 2021 Filed on Apr 15, 2021
500
$125.77 - $144.47 $62.9K - $72.2K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2021 Filed on Apr 15, 2021
1,000
$13.34 - $20.11 $13.3K - $20.1K
Washington Prime Group New
Q4 2020 Filed on Jan 21, 2021
1,104
N/A
ES
Eversource Energy

Utilities
Q4 2020 Filed on Jan 21, 2021
2,000
$82.92 - $94.43 $166K - $189K
Cabot Microelectronics Corp
Q4 2020 Filed on Jan 21, 2021
250
N/A
CMS
Cms Energy Corp

Utilities
Q4 2020 Filed on Jan 21, 2021
283
$57.6 - $67.11 $16.3K - $19K
Td Ameritrade Hldg Corp
Q4 2020 Filed on Jan 21, 2021
500
N/A
Flir Sys Inc
Q4 2020 Filed on Jan 21, 2021
1,004
N/A
RYN
Rayonier Inc

Real Estate
Q4 2020 Filed on Jan 21, 2021
1,050
$25.38 - $30.66 $26.6K - $32.2K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2020 Filed on Jan 21, 2021
255
$36.77 - $48.98 $9.38K - $12.5K
INCY
Incyte Corp

Healthcare
Q4 2020 Filed on Jan 21, 2021
100
$80.74 - $97.7 $8.07K - $9.77K
TRN
Trinity Industries Inc

Industrials
Q4 2020 Filed on Jan 21, 2021
7
$18.53 - $26.62 $130 - $186
WEX
Wex Inc.

Technology
Q4 2020 Filed on Jan 21, 2021
100
$126.0 - $204.76 $12.6K - $20.5K
KIE
Spdr S&P Insurance ETF

ETFs
Q4 2020 Filed on Jan 21, 2021
600
$28.14 - $34.05 $16.9K - $20.4K
First Midwest Bancorp Del
Q4 2020 Filed on Jan 21, 2021
4,900
N/A
NHC
National Healthcare Corp

Healthcare
Q4 2020 Filed on Jan 21, 2021
248
$61.24 - $73.76 $15.2K - $18.3K
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2020 Filed on Jan 21, 2021
233
$133.41 - $153.88 $31.1K - $35.9K
FXG
First Tr Exchange Traded First

ETFs
Q4 2020 Filed on Jan 21, 2021
450
$47.45 - $52.21 $21.4K - $23.5K
Direxion Shs ETF Tr
Q4 2020 Filed on Jan 21, 2021
200
N/A
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2020 Filed on Jan 21, 2021
145
$123.94 - $165.86 $18K - $24K
MPC
Marathon Petroleum Corp

Energy
Q4 2020 Filed on Jan 21, 2021
1,188
$27.5 - $43.83 $32.7K - $52.1K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2020 Filed on Jan 21, 2021
300
$61.66 - $67.88 $18.5K - $20.4K
FV
First Trust Dorsey Wright Focu

ETFs
Q4 2020 Filed on Jan 21, 2021
670
$33.83 - $40.86 $22.7K - $27.4K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
Q4 2020 Filed on Jan 21, 2021
300
$52.47 - $52.88 $15.7K - $15.9K
Ishares Tr
Q4 2020 Filed on Jan 21, 2021
2,481
N/A
PJT
Pjt Partners Inc.

Financial Services
Q4 2020 Filed on Jan 21, 2021
8
$60.18 - $78.24 $481 - $626
Gci Liberty Inc
Q4 2020 Filed on Jan 21, 2021
53
N/A
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
Q4 2020 Filed on Jan 21, 2021
200
$70.05 - $76.83 $14K - $15.4K
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