Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Invesco Exch Traded Fd Tr Ii
Q4 2020 Filed on Jan 21, 2021
74
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 21, 2021
13,725
N/A
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2020 Filed on Jan 21, 2021
25
$33.15 - $49.5 $829 - $1.24K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q4 2020 Filed on Jan 21, 2021
300
$90.77 - $99.23 $27.2K - $29.8K
ACA
Arcosa, Inc.

Industrials
Q4 2020 Filed on Jan 21, 2021
2
$44.18 - $56.0 $88.4 - $112
Apartment Invt & Mgmt CO
Q4 2020 Filed on Jan 21, 2021
3,723
N/A
Hexo Corp
Q4 2020 Filed on Jan 21, 2021
1,242
N/A
SAR
Saratoga Investment Corp.

Financial Services
Q4 2020 Filed on Jan 21, 2021
200
$17.02 - $22.67 $3.4K - $4.53K
Proshares Tr
Q4 2020 Filed on Jan 21, 2021
1,200
N/A
SJT
San Juan Basin Royalty Trust

Energy
Q4 2020 Filed on Jan 21, 2021
900
$2.49 - $4.04 $2.24K - $3.64K
PBT
Permian Basin Royalty Trust

Energy
Q4 2020 Filed on Jan 21, 2021
2,000
$2.19 - $3.52 $4.38K - $7.04K
Contango Oil & Gas CO
Q4 2020 Filed on Jan 21, 2021
1,000
N/A
K
Kellogg CO

Consumer Defensive
Q4 2020 Filed on Jan 21, 2021
50
$61.19 - $67.14 $3.06K - $3.36K
Direxion Shs ETF Tr
Q4 2020 Filed on Jan 21, 2021
140
N/A
EQX
Equinox Gold Corp.

Basic Materials
Q4 2020 Filed on Jan 21, 2021
5,000
$9.63 - $12.97 $48.2K - $64.9K
DVAX
Dynavax Technologies Corp

Healthcare
Q4 2020 Filed on Jan 21, 2021
100
$3.73 - $5.6 $373 - $560
BTG
B2 Gold Corp

Basic Materials
Q4 2020 Filed on Jan 21, 2021
8,000
$5.29 - $7.05 $42.3K - $56.4K
NVAX
Novavax Inc

Healthcare
Q4 2020 Filed on Jan 21, 2021
550
$78.74 - $139.5 $43.3K - $76.7K
Aytu Bioscience Inc
Q4 2020 Filed on Jan 21, 2021
500
N/A
NVCR
Novo Cure LTD

Healthcare
Q4 2020 Filed on Jan 21, 2021
50
$112.16 - $174.14 $5.61K - $8.71K
SOYB
Teucrium Commodity Trust

ETFs
Q4 2020 Filed on Jan 21, 2021
300
$15.83 - $19.47 $4.75K - $5.84K
Barclays Bank PLC
Q4 2020 Filed on Jan 21, 2021
250
N/A
RWM
Proshares Short Russell2000

ETFs
Q4 2020 Filed on Jan 21, 2021
1,000
$25.05 - $33.4 $25.1K - $33.4K
Slack Technologies Inc
Q4 2020 Filed on Jan 21, 2021
150
N/A
LI
Li Auto Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 21, 2021
400
$16.8 - $43.96 $6.72K - $17.6K
HIBB
Hibbett Inc

Consumer Cyclical
Q4 2020 Filed on Jan 21, 2021
50
$36.57 - $55.4 $1.83K - $2.77K
Huami Corp
Q4 2020 Filed on Jan 21, 2021
10
N/A
Proshares Tr
Q4 2020 Filed on Jan 21, 2021
4,000
N/A
DOMO
Domo, Inc.

Technology
Q4 2020 Filed on Jan 21, 2021
100
$31.74 - $71.59 $3.17K - $7.16K
SBB
Proshares Short Smallcap600

ETFs
Q4 2020 Filed on Jan 21, 2021
700
$21.85 - $29.02 $15.3K - $20.3K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2020 Filed on Jan 21, 2021
40
$136.58 - $223.38 $5.46K - $8.94K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q4 2020 Filed on Jan 21, 2021
1,300
$50.68 - $69.79 $65.9K - $90.7K
IBIO
I Bio, Inc.

Healthcare
Q4 2020 Filed on Jan 21, 2021
1,000
$1.05 - $2.24 $1.05K - $2.24K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
Q4 2020 Filed on Jan 21, 2021
100
$30.57 - $34.85 $3.06K - $3.49K
CLOU
Global X Fds Cloud Computing E

ETFs
Q4 2020 Filed on Jan 21, 2021
150
$23.2 - $29.21 $3.48K - $4.38K
Trine Acquisition Corp
Q4 2020 Filed on Jan 21, 2021
500
N/A
CVAC
Cure Vac N.V.

Healthcare
Q4 2020 Filed on Jan 21, 2021
50
$46.76 - $136.27 $2.34K - $6.81K
CPE
Callon Petroleum CO

Energy
Q4 2020 Filed on Jan 21, 2021
100
$4.53 - $15.08 $453 - $1.51K
Livongo Health Inc
Q4 2020 Filed on Jan 21, 2021
50
N/A
MYY
Proshares Short S&P Midcap400

ETFs
Q4 2020 Filed on Jan 21, 2021
1,000
$29.37 - $36.68 $29.4K - $36.7K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 21, 2021
645
$18.59 - $21.91 $12K - $14.1K
Kensington Cap Acquisition C
Q4 2020 Filed on Jan 21, 2021
300
N/A
NKLA
Nikola Corp

Industrials
Q4 2020 Filed on Jan 21, 2021
1,000
$13.75 - $34.5 $13.8K - $34.5K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 21, 2021
1,300
$100.01 - $162.76 $130K - $212K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q4 2020 Filed on Jan 21, 2021
1,500
$29.36 - $45.45 $44K - $68.2K
FLR
Fluor Corp

Industrials
Q3 2020 Filed on Oct 06, 2020
200
$8.33 - $12.65 $1.67K - $2.53K
Fiduciary Claymore Engry Inf
Q3 2020 Filed on Oct 06, 2020
19,660
N/A
AAOI
Applied Optoelectronics, Inc.

Technology
Q3 2020 Filed on Oct 06, 2020
400
$9.7 - $16.36 $3.88K - $6.54K
PPL
Ppl Corp

Utilities
Q3 2020 Filed on Oct 06, 2020
200
$24.4 - $29.12 $4.88K - $5.82K
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