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Optimize Financial’s Itron ITRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.3M Sell
17,446
-124
-0.7% -$16.3K 1.41% 11
2025
Q1
$1.84M Buy
17,570
+463
+3% +$48.5K 1.33% 9
2024
Q4
$1.86M Buy
+17,107
New +$1.86M 1.39% 15