Optimum Investment Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,800
| Closed | -$102K | – | 802 |
|
|
2022
Q3 | $102K | Hold |
1,800
| – | – | 0.05% | 268 |
|
|
2022
Q2 | $92K | Hold |
1,800
| – | – | 0.05% | 299 |
|
|
2022
Q1 | $107K | Hold |
1,800
| – | – | 0.05% | 308 |
|
|
2021
Q4 | $126K | Hold |
1,800
| – | – | 0.05% | 304 |
|
|
2021
Q3 | $116K | Hold |
1,800
| – | – | 0.05% | 310 |
|
|
2021
Q2 | $105K | Hold |
1,800
| – | – | 0.03% | 369 |
|
|
2021
Q1 | $88K | Hold |
1,800
| – | – | 0.03% | 395 |
|
|
2020
Q4 | $80K | Hold |
1,800
| – | – | 0.02% | 398 |
|
|
2020
Q3 | $74K | Hold |
1,800
| – | – | 0.02% | 378 |
|
|
2020
Q2 | $72K | Hold |
1,800
| – | – | 0.03% | 371 |
|
|
2020
Q1 | $57K | Hold |
1,800
| – | – | 0.02% | 401 |
|
|
2019
Q4 | $64K | Hold |
1,800
| – | – | 0.02% | 470 |
|
|
2019
Q3 | $60K | Hold |
1,800
| – | – | 0.02% | 475 |
|
|
2019
Q2 | $58K | Hold |
1,800
| – | – | 0.02% | 478 |
|
|
2019
Q1 | $52K | Hold |
1,800
| – | – | 0.02% | 496 |
|
|
2018
Q4 | $49K | Hold |
1,800
| – | – | 0.02% | 481 |
|
|
2018
Q3 | $51K | Hold |
1,800
| – | – | 0.01% | 528 |
|
|
2018
Q2 | $55K | Hold |
1,800
| – | – | 0.02% | 515 |
|
|
2018
Q1 | $52K | Buy |
+1,800
| New | +$52K | 0.02% | 518 |
|
|
2015
Q1 | $36K | Hold |
2,100
| – | – | 0.01% | 571 |
|
|
2014
Q4 | $34K | Hold |
2,100
| – | – | 0.01% | 594 |
|
|
2014
Q3 | $30K | Buy |
+2,100
| New | +$30K | 0.01% | 569 |
|