Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $222 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PNW
Pinnacle West Capital Corp

Utilities
Q3 2020 Filed on Oct 06, 2020
200
$70.43 - $83.08 $14.1K - $16.6K
SNPTY
China Petro&Chem Ads (100 Ord)
Q3 2020 Filed on Oct 06, 2020
150
N/A
JHI
John Hancock Investors Trust

Financial Services
Q3 2020 Filed on Oct 06, 2020
400
$15.04 - $16.94 $6.02K - $6.78K
ABB
Abb LTD

Industrials
Q3 2020 Filed on Oct 06, 2020
500
$23.26 - $26.54 $11.6K - $13.3K
BAM
Brookfield Asset Management Inc.

Financial Services
Q3 2020 Filed on Oct 06, 2020
273
$31.76 - $34.86 $8.67K - $9.52K
SSO
Proshares Ultra S&P 500

ETFs
Q3 2020 Filed on Oct 06, 2020
400
$31.67 - $41.83 $12.7K - $16.7K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q3 2020 Filed on Oct 06, 2020
500
$21.25 - $25.46 $10.6K - $12.7K
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
Q3 2020 Filed on Oct 06, 2020
200
$5.58 - $8.47 $1.12K - $1.69K
OC
Owens Corning

Industrials
Q3 2020 Filed on Oct 06, 2020
300
$53.48 - $69.94 $16K - $21K
RIG
Transocean Ltd.

Energy
Q3 2020 Filed on Oct 06, 2020
200
$0.8 - $2.48 $160 - $496
Clearbridge Mlp And Midstrm
Q3 2020 Filed on Oct 06, 2020
5,325
N/A
CLVS
Clovis Oncology, Inc.

Healthcare
Q3 2020 Filed on Oct 06, 2020
300
$4.82 - $7.72 $1.45K - $2.32K
SRLP
Sprague Resources LP

Energy
Q3 2020 Filed on Oct 06, 2020
1,000
$14.95 - $18.43 $15K - $18.4K
Invesco Exch Trd Slf Idx Fd
Q3 2020 Filed on Oct 06, 2020
350
N/A
SPOT
Spotify Technology S.A.

Communication Services
Q3 2020 Filed on Oct 06, 2020
500
$231.26 - $291.75 $116K - $146K
Championx Corporation
Q3 2020 Filed on Oct 06, 2020
240
N/A
MRAM
Everspin Technologies Inc

Technology
Q3 2020 Filed on Oct 06, 2020
5,000
$5.09 - $8.77 $25.5K - $43.9K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2020 Filed on Oct 06, 2020
250
$77.57 - $85.18 $19.4K - $21.3K
Valaris PLC
Q3 2020 Filed on Oct 06, 2020
50
N/A
RAD
Rite Aid Corp

Healthcare
Q3 2020 Filed on Oct 06, 2020
100
$9.49 - $18.2 $949 - $1.82K
Callon Pete CO Del
Q3 2020 Filed on Oct 06, 2020
1,000
N/A
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
Q3 2020 Filed on Oct 06, 2020
253
$3.3 - $3.81 $835 - $964
Gulfport Energy Corp
Q3 2020 Filed on Oct 06, 2020
500
N/A
Antares Pharma Inc
Q3 2020 Filed on Oct 06, 2020
1,000
N/A
OPCH
Option Care Health, Inc.

Healthcare
Q3 2020 Filed on Oct 06, 2020
28
$10.69 - $16.0 $299 - $448
TVIXF
Credit Suisse Ag
Q3 2020 Filed on Oct 06, 2020
5
$60.0 - $132.5 $300 - $663
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2020 Filed on Oct 06, 2020
64
$32.11 - $36.44 $2.06K - $2.33K
Listed Fd Tr
Q3 2020 Filed on Oct 06, 2020
1,450
N/A
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2020 Filed on Oct 06, 2020
164
$40.45 - $44.44 $6.63K - $7.29K
FTCS
First Trust Capital Strength E

ETFs
Q3 2020 Filed on Oct 06, 2020
57
$58.76 - $66.41 $3.35K - $3.79K
Landcadia Hldgs Ii Inc
Q3 2020 Filed on Oct 06, 2020
100
N/A
NPTN
Neophotonics Corp

Technology
Q3 2020 Filed on Oct 06, 2020
300
$5.89 - $9.95 $1.77K - $2.99K
CODX
Co Diagnostics, Inc.

Healthcare
Q3 2020 Filed on Oct 06, 2020
2,000
$8.24 - $30.8 $16.5K - $61.6K
Fangdd Network Group LTD
Q3 2020 Filed on Oct 06, 2020
300
N/A
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 06, 2020
1,200
$9.57 - $27.05 $11.5K - $32.5K
NBR
Nabors Industries LTD

Energy
Q3 2020 Filed on Oct 06, 2020
4
$23.51 - $55.15 $94 - $221
ECOM
Channeladvisor Corp

Technology
Q3 2020 Filed on Oct 06, 2020
200
$13.58 - $21.99 $2.72K - $4.4K
GAU
Galiano Gold Inc.

Basic Materials
Q3 2020 Filed on Oct 06, 2020
2,500
$1.3 - $2.04 $3.25K - $5.1K
UNFI
United Natural Foods Inc

Consumer Defensive
Q3 2020 Filed on Oct 06, 2020
1,200
$14.87 - $21.28 $17.8K - $25.5K
ALT
Altimmune, Inc.

Healthcare
Q3 2020 Filed on Oct 06, 2020
2,000
$9.93 - $33.26 $19.9K - $66.5K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
Q3 2020 Filed on Oct 06, 2020
600
$31.78 - $35.78 $19.1K - $21.5K
FSLY
Fastly, Inc.

Technology
Q3 2020 Filed on Oct 06, 2020
500
$74.96 - $116.18 $37.5K - $58.1K
Ekso Bionics Hldgs Inc
Q3 2020 Filed on Oct 06, 2020
400
N/A
Evoke Pharma Inc
Q3 2020 Filed on Oct 06, 2020
800
N/A
AXLA
Axcella Health Inc.

Healthcare
Q3 2020 Filed on Oct 06, 2020
600
$4.12 - $5.91 $2.47K - $3.55K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q3 2020 Filed on Oct 06, 2020
10
$97.37 - $141.91 $974 - $1.42K
USO
United States Oil Fund, LP

ETFs
Q3 2020 Filed on Oct 06, 2020
287
$26.75 - $30.93 $7.68K - $8.88K
SSSS
Suro Capital Corp.

Financial Services
Q3 2020 Filed on Oct 06, 2020
500
$8.63 - $14.31 $4.32K - $7.16K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q3 2020 Filed on Oct 06, 2020
300
$14.99 - $18.57 $4.5K - $5.57K
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