Optimum Investment Advisors’s International Paper IP Stock Holding History

Optimum Investment Advisors’s Portfolio IP Stock Details IP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,730	Closed	-$61.4K	–	687
2023 Q3	$61.4K	Hold	1,730	–	–	0.03%	340
2023 Q2	$55K	Hold	1,730	–	–	0.03%	360
2023 Q1	$62.4K	Hold	1,730	–	–	0.03%	336
2022 Q4	$59.9K	Hold	1,730	–	–	0.03%	353
2022 Q3	$55K	Hold	1,730	–	–	0.03%	364
2022 Q2	$72K	Hold	1,730	–	–	0.04%	337
2022 Q1	$80K	Sell	1,730 -2,300	-57%	-$106K	0.03%	348
2021 Q4	$189K	Sell	4,030 -226	-5%	-$11.1K	0.07%	232
2021 Q3	$225K	Hold	4,256	–	–	0.09%	200
2021 Q2	$247K	Hold	4,256	–	–	0.08%	229
2021 Q1	$218K	Buy	4,256 +2,429	+133%	+$118K	0.06%	248
2020 Q4	$86K	Sell	1,827 -317	-15%	-$14.2K	0.03%	380
2020 Q3	$82K	Hold	2,144	–	–	0.03%	363
2020 Q2	$71K	Hold	2,144	–	–	0.02%	374
2020 Q1	$63K	Hold	2,144	–	–	0.03%	380
2019 Q4	$93K	Hold	2,144	–	–	0.03%	400
2019 Q3	$85K	Sell	2,144 -739	-26%	-$28.9K	0.03%	401
2019 Q2	$118K	Hold	2,883	–	–	0.04%	344
2019 Q1	$126K	Hold	2,883	–	–	0.04%	341
2018 Q4	$110K	Sell	2,883 -6,336	-69%	-$266K	0.04%	347
2018 Q3	$429K	Hold	9,219	–	–	0.12%	174
2018 Q2	$455K	Hold	9,219	–	–	0.13%	170
2018 Q1	$466K	Hold	9,219	–	–	0.14%	169
2017 Q4	$506K	Sell	9,219 -105	-1%	-$5.64K	0.16%	163
2017 Q3	$502K	Sell	9,324 -1,901	-17%	-$100K	0.17%	162
2017 Q2	$602K	Buy	11,225 +2,217	+25%	+$112K	0.21%	142
2017 Q1	$433K	Buy	9,008 +2,429	+37%	+$122K	0.15%	182
2016 Q4	$331K	Buy	+6,579	New	+$304K	0.12%	203
2015 Q1	$198K	Hold	3,756	–	–	0.06%	287
2014 Q4	$191K	Sell	3,756 -898	-19%	-$44K	0.06%	274
2014 Q3	$221K	Buy	4,654 +685	+17%	+$31.5K	0.07%	238
2014 Q2	$187K	Buy	3,969 +1,769	+80%	+$77.6K	0.06%	264
2014 Q1	$94K	Buy	2,200 +2,061	+1,483%	+$91.6K	0.04%	308
2013 Q4	$6K	Hold	139	–	–	﹤0.01%	651
2013 Q3	$6K	Buy	+139	New	+$6.19K	﹤0.01%	622