Optimum Investment Advisors’s iShares Systematic Bond ETF SYSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $82.6K | Hold |
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|
2023
Q2 | $84.1K | Hold |
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|
2023
Q1 | $85.1K | Sell |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $185K | Sell |
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|
2021
Q4 | $229K | Sell |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $589K | Hold |
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|
2020
Q4 | $605K | Hold |
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|
2020
Q3 | $599K | Hold |
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|
2020
Q2 | $598K | Buy |
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|
2020
Q1 | $547K | Hold |
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|
2019
Q4 | $571K | Buy |
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|
2019
Q3 | $507K | Buy |
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