Optimum Investment Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,090
| Closed | -$177K | – | 944 |
|
|
2019
Q1 | $177K | Hold |
3,090
| – | – | 0.06% | 286 |
|
|
2018
Q4 | $154K | Hold |
3,090
| – | – | 0.05% | 295 |
|
|
2018
Q3 | $182K | Hold |
3,090
| – | – | 0.05% | 318 |
|
|
2018
Q2 | $174K | Buy |
3,090
+1,340
| +77% | +$75.5K | 0.05% | 313 |
|
|
2018
Q1 | $96K | Buy |
+1,750
| New | +$96K | 0.03% | 410 |
|