Optimum Investment Advisors’s SuRo Capital SSSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-596
| Closed | -$4K | – | 908 |
|
2020
Q2 | $4K | Hold |
596
| – | – | ﹤0.01% | 767 |
|
2020
Q1 | $3K | Hold |
596
| – | – | ﹤0.01% | 799 |
|
2019
Q4 | $3K | Hold |
596
| – | – | ﹤0.01% | 881 |
|
2019
Q3 | $3K | Hold |
596
| – | – | ﹤0.01% | 922 |
|
2019
Q2 | $3K | Sell |
596
-1,787
| -75% | -$9K | ﹤0.01% | 879 |
|
2019
Q1 | $15K | Buy |
2,383
+1,787
| +300% | +$11.2K | ﹤0.01% | 741 |
|
2018
Q4 | $3K | Sell |
596
-2,382
| -80% | -$12K | ﹤0.01% | 890 |
|
2018
Q3 | $17K | Buy |
2,978
+1,787
| +150% | +$10.2K | ﹤0.01% | 766 |
|
2018
Q2 | $7K | Sell |
1,191
-2,978
| -71% | -$17.5K | ﹤0.01% | 896 |
|
2018
Q1 | $26K | Buy |
+4,169
| New | +$26K | 0.01% | 664 |
|