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Optimal Asset Management’s Factset FDS Stock Holding History

Optimal Asset Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$475K Hold
1,202
– – 0.06% 306
2021
Q2 		$403K Hold
1,202
– – 0.05% 324
2021
Q1 		$371K Buy
+1,202
New +$371K 0.05% 322