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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,730	Closed	-$61.4K	–	683
2023 Q3	$61.4K	Hold	1,730	–	–	0.03%	340
2023 Q2	$55K	Hold	1,730	–	–	0.03%	359
2023 Q1	$62.4K	Hold	1,730	–	–	0.03%	336
2022 Q4	$59.9K	Hold	1,730	–	–	0.03%	352
2022 Q3	$55K	Hold	1,730	–	–	0.03%	363
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%	-$10.6K	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%	+$124K	0.06%	248
2020 Q4	$86K	Sell	1,827 -317	-15%	-$14.9K	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%	-$29.3K	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%	-$242K	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%	-$5.76K	0.16%	163
2017 Q3	$502K	Sell	9,324 -1,901	-17%	-$102K	0.17%	162
2017 Q2	$602K	Buy	11,225 +2,217	+25%	+$119K	0.21%	142
2017 Q1	$433K	Buy	9,008 +2,429	+37%	+$117K	0.15%	182
2016 Q4	$331K	Buy	+6,579	New	+$331K	0.12%	203
2015 Q1	$198K	Hold	3,756	–	–	0.06%	287
2014 Q4	$191K	Sell	3,756 -898	-19%	-$45.7K	0.06%	274
2014 Q3	$221K	Buy	4,654 +685	+17%	+$32.5K	0.07%	238
2014 Q2	$187K	Buy	3,969 +1,769	+80%	+$83.3K	0.06%	264
2014 Q1	$94K	Buy	2,200 +2,061	+1,483%	+$88.1K	0.04%	308
2013 Q4	$6K	Hold	139	–	–	﹤0.01%	651
2013 Q3	$6K	Buy	+139	New	+$6K	﹤0.01%	622