Optimum Investment Advisors’s SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-193
| Closed | -$5.48K | – | 641 |
|
|
2024
Q4 | $5.48K | Sell |
193
-400
| -67% | -$11.4K | ﹤0.01% | 545 |
|
|
2024
Q3 | $17K | Hold |
593
| – | – | 0.01% | 470 |
|
|
2024
Q2 | $16.5K | Sell |
593
-1,000
| -63% | -$27.8K | 0.01% | 467 |
|
|
2024
Q1 | $47.7K | Hold |
1,593
| – | – | 0.02% | 372 |
|
|
2023
Q4 | $50.1K | Hold |
1,593
| – | – | 0.03% | 352 |
|
|
2023
Q3 | $49.2K | Hold |
1,593
| – | – | 0.03% | 365 |
|
|
2023
Q2 | $53.3K | Sell |
1,593
-1,000
| -39% | -$33.4K | 0.03% | 366 |
|
|
2023
Q1 | $82.4K | Hold |
2,593
| – | – | 0.04% | 301 |
|
|
2022
Q4 | $76.4K | Sell |
2,593
-500
| -16% | -$14.7K | 0.04% | 313 |
|
|
2022
Q3 | $97K | Hold |
3,093
| – | – | 0.05% | 275 |
|
|
2022
Q2 | $106K | Hold |
3,093
| – | – | 0.05% | 277 |
|
|
2022
Q1 | $145K | Hold |
3,093
| – | – | 0.06% | 261 |
|
|
2021
Q4 | $171K | Hold |
3,093
| – | – | 0.07% | 256 |
|
|
2021
Q3 | $169K | Hold |
3,093
| – | – | 0.07% | 244 |
|
|
2021
Q2 | $192K | Buy |
3,093
+193
| +7% | +$12K | 0.06% | 269 |
|
|
2021
Q1 | $177K | Hold |
2,900
| – | – | 0.05% | 279 |
|
|
2020
Q4 | $159K | Buy |
+2,900
| New | +$159K | 0.05% | 283 |
|