Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $222 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
INSG
Inseego Corp.

Technology
Q3 2020 Filed on Oct 06, 2020
300
$10.26 - $14.74 $3.08K - $4.42K
Tortoise Acquisition Corp
Q3 2020 Filed on Oct 06, 2020
200
N/A
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 06, 2020
400
$14.93 - $30.6 $5.97K - $12.2K
CLW
Clearwater Paper Corp

Basic Materials
Q3 2020 Filed on Oct 06, 2020
1,100
$30.84 - $39.58 $33.9K - $43.5K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q3 2020 Filed on Oct 06, 2020
400
$39.63 - $44.91 $15.9K - $18K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 06, 2020
1,500
$22.13 - $31.38 $33.2K - $47.1K
VALE
Vale S.A.

Basic Materials
Q3 2020 Filed on Oct 06, 2020
5,000
$10.28 - $12.09 $51.4K - $60.5K
AGNC
Agnc Investment Corp.

Real Estate
Q3 2020 Filed on Oct 06, 2020
7,000
$12.67 - $14.61 $88.7K - $102K
Raytheon CO
Q2 2020 Filed on Jul 16, 2020
545
N/A
United Technologies Corp
Q2 2020 Filed on Jul 16, 2020
20,739
N/A
Aon PLC
Q2 2020 Filed on Jul 16, 2020
1,150
N/A
Allergan PLC
Q2 2020 Filed on Jul 16, 2020
138
N/A
Universal Fst Prods Inc
Q2 2020 Filed on Jul 16, 2020
1,905
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 16, 2020
24,268
N/A
Cypress Semiconductor Corp
Q2 2020 Filed on Jul 16, 2020
27,350
N/A
SMTSF
Sierra Metals, Inc. Ordinary S
Q2 2020 Filed on Jul 16, 2020
2,500
N/A
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q2 2020 Filed on Jul 16, 2020
800
$3.56 - $10.82 $2.85K - $8.66K
Nabors Industries LTD
Q2 2020 Filed on Jul 16, 2020
200
N/A
Diamond Offshore Drilling In
Q2 2020 Filed on Jul 16, 2020
300
N/A
OMC
Omnicom Group Inc.

Communication Services
Q2 2020 Filed on Jul 16, 2020
240
$49.06 - $63.9 $11.8K - $15.3K
Penney J C Corp Inc
Q2 2020 Filed on Jul 16, 2020
3,500
N/A
FUN
Cedar Fair L P

Consumer Cyclical
Q2 2020 Filed on Jul 16, 2020
575
$16.28 - $38.92 $9.36K - $22.4K
Mfa Finl Inc
Q2 2020 Filed on Jul 16, 2020
1,500
N/A
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2020 Filed on Jul 16, 2020
20
$81.16 - $120.46 $1.62K - $2.41K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q2 2020 Filed on Jul 16, 2020
120
$35.15 - $43.29 $4.22K - $5.19K
Vaneck Vectors ETF Tr
Q2 2020 Filed on Jul 16, 2020
150
N/A
Invesco Mortgage Capital Inc
Q2 2020 Filed on Jul 16, 2020
1,000
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2020 Filed on Jul 16, 2020
3,169
$19.87 - $25.05 $63K - $79.4K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q2 2020 Filed on Jul 16, 2020
466
$25.73 - $31.84 $12K - $14.8K
Vaneck Vectors ETF Tr
Q2 2020 Filed on Jul 16, 2020
200
N/A
PIN
Invesco India ETF Trust India
Q2 2020 Filed on Jul 16, 2020
1,100
N/A
NOK
Nokia Corp

Technology
Q2 2020 Filed on Jul 16, 2020
8,000
$2.97 - $4.52 $23.8K - $36.2K
SU
Suncor Energy Inc

Energy
Q2 2020 Filed on Jul 16, 2020
236
$14.31 - $21.28 $3.38K - $5.02K
EEFT
Euronet Worldwide, Inc.

Technology
Q2 2020 Filed on Jul 16, 2020
195
$72.75 - $120.73 $14.2K - $23.5K
IFN
India Fund Inc

Financial Services
Q2 2020 Filed on Jul 16, 2020
599
$12.64 - $16.17 $7.57K - $9.69K
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 16, 2020
150
$28.67 - $37.21 $4.3K - $5.58K
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 16, 2020
300
$23.12 - $30.49 $6.94K - $9.15K
RZG
Invesco Fd Tr S&P Smallcap 600
Q2 2020 Filed on Jul 16, 2020
200
N/A
ZTS
Zoetis Inc.

Healthcare
Q2 2020 Filed on Jul 16, 2020
350
$111.92 - $142.53 $39.2K - $49.9K
KKR
Kkr & Co. Inc.

Financial Services
Q2 2020 Filed on Jul 16, 2020
1,200
$21.84 - $31.8 $26.2K - $38.2K
RHI
Robert Half International Inc.

Industrials
Q2 2020 Filed on Jul 16, 2020
103
$37.83 - $59.92 $3.9K - $6.17K
Aurora Cannabis Inc
Q2 2020 Filed on Jul 16, 2020
340
N/A
PAGS
Pag Seguro Digital Ltd.

Technology
Q2 2020 Filed on Jul 16, 2020
300
$17.32 - $37.93 $5.2K - $11.4K
WING
Wingstop Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 16, 2020
300
$77.65 - $138.97 $23.3K - $41.7K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q2 2020 Filed on Jul 16, 2020
625
$17.16 - $36.74 $10.7K - $23K
PRFT
Perficient Inc

Technology
Q2 2020 Filed on Jul 16, 2020
500
$23.92 - $37.1 $12K - $18.6K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q2 2020 Filed on Jul 16, 2020
1,500
$5.41 - $6.33 $8.12K - $9.5K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q2 2020 Filed on Jul 16, 2020
1,000
$8.32 - $21.21 $8.32K - $21.2K
Pimco Dynamic Cr & Mtg Inc F
Q2 2020 Filed on Jul 16, 2020
500
N/A
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