Optimum Investment Advisors’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,300
| Closed | -$68K | – | 898 |
|
|
2020
Q3 | $68K | Buy |
+1,300
| New | +$68K | 0.02% | 391 |
|
|
2015
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 783 |
|
|
2014
Q4 | $11K | Sell |
500
-700
| -58% | -$15.4K | ﹤0.01% | 829 |
|
|
2014
Q3 | $28K | Hold |
1,200
| – | – | 0.01% | 584 |
|
|
2014
Q2 | $27K | Hold |
1,200
| – | – | 0.01% | 610 |
|
|
2014
Q1 | $27K | Buy |
1,200
+700
| +140% | +$15.8K | 0.01% | 467 |
|
|
2013
Q4 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 598 |
|