Optimum Investment Advisors’s Stryker SYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,025
| Closed | -$786K | – | 917 |
|
|
2021
Q2 | $786K | Sell |
3,025
-190
| -6% | -$49.4K | 0.25% | 89 |
|
|
2021
Q1 | $783K | Hold |
3,215
| – | – | 0.23% | 97 |
|
|
2020
Q4 | $788K | Hold |
3,215
| – | – | 0.24% | 97 |
|
|
2020
Q3 | $670K | Sell |
3,215
-400
| -11% | -$83.4K | 0.22% | 102 |
|
|
2020
Q2 | $651K | Hold |
3,615
| – | – | 0.23% | 99 |
|
|
2020
Q1 | $602K | Buy |
3,615
+161
| +5% | +$26.8K | 0.25% | 94 |
|
|
2019
Q4 | $725K | Hold |
3,454
| – | – | 0.22% | 123 |
|
|
2019
Q3 | $747K | Buy |
3,454
+39
| +1% | +$8.44K | 0.24% | 110 |
|
|
2019
Q2 | $702K | Hold |
3,415
| – | – | 0.23% | 114 |
|
|
2019
Q1 | $675K | Hold |
3,415
| – | – | 0.22% | 118 |
|
|
2018
Q4 | $535K | Sell |
3,415
-60
| -2% | -$9.4K | 0.18% | 136 |
|
|
2018
Q3 | $617K | Hold |
3,475
| – | – | 0.17% | 142 |
|
|
2018
Q2 | $587K | Hold |
3,475
| – | – | 0.17% | 143 |
|
|
2018
Q1 | $559K | Hold |
3,475
| – | – | 0.16% | 148 |
|
|
2017
Q4 | $538K | Hold |
3,475
| – | – | 0.17% | 155 |
|
|
2017
Q3 | $494K | Hold |
3,475
| – | – | 0.17% | 165 |
|
|
2017
Q2 | $482K | Buy |
3,475
+150
| +5% | +$20.8K | 0.17% | 171 |
|
|
2017
Q1 | $438K | Hold |
3,325
| – | – | 0.16% | 180 |
|
|
2016
Q4 | $398K | Sell |
3,325
-106
| -3% | -$12.7K | 0.15% | 183 |
|
|
2016
Q3 | $399K | Hold |
3,431
| – | – | 0.15% | 185 |
|
|
2016
Q2 | $411K | Hold |
3,431
| – | – | 0.16% | 175 |
|
|
2016
Q1 | $368K | Sell |
3,431
-900
| -21% | -$96.5K | 0.14% | 181 |
|
|
2015
Q4 | $403K | Hold |
4,331
| – | – | 0.16% | 182 |
|
|
2015
Q3 | $408K | Buy |
+4,331
| New | +$408K | 0.16% | 166 |
|
|
2015
Q1 | $400K | Sell |
4,331
-250
| -5% | -$23.1K | 0.13% | 183 |
|
|
2014
Q4 | $432K | Buy |
4,581
+725
| +19% | +$68.4K | 0.14% | 168 |
|
|
2014
Q3 | $311K | Hold |
3,856
| – | – | 0.1% | 188 |
|
|
2014
Q2 | $325K | Hold |
3,856
| – | – | 0.11% | 192 |
|
|
2014
Q1 | $314K | Sell |
3,856
-396
| -9% | -$32.2K | 0.12% | 175 |
|
|
2013
Q4 | $319K | Buy |
4,252
+396
| +10% | +$29.7K | 0.12% | 167 |
|
|
2013
Q3 | $261K | Buy |
+3,856
| New | +$261K | 0.11% | 178 |
|