OIA
Optimum Investment Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Hold |
13,810
| – | – | 0.43% | 50 |
|
|
2025
Q1 | $756K | Hold |
13,810
| – | – | 0.36% | 65 |
|
|
2024
Q4 | $1.62M | Sell |
13,810
-60
| -0.4% | -$7.05K | 0.72% | 22 |
|
|
2024
Q3 | $1.52M | Buy |
13,870
+500
| +4% | +$54.8K | 0.66% | 28 |
|
|
2024
Q2 | $1.31M | Sell |
13,370
-980
| -7% | -$95.7K | 0.59% | 32 |
|
|
2024
Q1 | $1.25M | Buy |
14,350
+100
| +0.7% | +$8.74K | 0.58% | 34 |
|
|
2023
Q4 | $1.03M | Hold |
14,250
| – | – | 0.52% | 41 |
|
|
2023
Q3 | $1.11M | Buy |
14,250
+100
| +0.7% | +$7.82K | 0.57% | 37 |
|
|
2023
Q2 | $1.09M | Hold |
14,150
| – | – | 0.54% | 40 |
|
|
2023
Q1 | $862K | Sell |
14,150
-900
| -6% | -$54.8K | 0.45% | 55 |
|
|
2022
Q4 | $675K | Buy |
15,050
+50
| +0.3% | +$2.24K | 0.37% | 64 |
|
|
2022
Q3 | $896K | Hold |
15,000
| – | – | 0.48% | 48 |
|
|
2022
Q2 | $628K | Hold |
15,000
| – | – | 0.31% | 68 |
|
|
2022
Q1 | $1.04M | Buy |
15,000
+50
| +0.3% | +$3.46K | 0.44% | 49 |
|
|
2021
Q4 | $1.37M | Buy |
14,950
+50
| +0.3% | +$4.58K | 0.53% | 38 |
|
|
2021
Q3 | $1.05M | Sell |
14,900
-500
| -3% | -$35.1K | 0.44% | 51 |
|
|
2021
Q2 | $1.19M | Buy |
15,400
+13,988
| +991% | +$1.08M | 0.37% | 56 |
|
|
2021
Q1 | $920K | Buy |
1,412
+2
| +0.1% | +$1.3K | 0.27% | 85 |
|
|
2020
Q4 | $1.13M | Sell |
1,410
-30
| -2% | -$24K | 0.34% | 67 |
|
|
2020
Q3 | $747K | Sell |
1,440
-350
| -20% | -$182K | 0.25% | 87 |
|
|
2020
Q2 | $728K | Buy |
1,790
+300
| +20% | +$122K | 0.25% | 87 |
|
|
2020
Q1 | $288K | Sell |
1,490
-605
| -29% | -$117K | 0.12% | 171 |
|
|
2019
Q4 | $544K | Buy |
2,095
+1,125
| +116% | +$292K | 0.16% | 153 |
|
|
2019
Q3 | $182K | Sell |
970
-230
| -19% | -$43.2K | 0.06% | 280 |
|
|
2019
Q2 | $273K | Hold |
1,200
| – | – | 0.09% | 221 |
|
|
2019
Q1 | $238K | Hold |
1,200
| – | – | 0.08% | 250 |
|
|
2018
Q4 | $139K | Sell |
1,200
-1,250
| -51% | -$145K | 0.05% | 315 |
|
|
2018
Q3 | $370K | Hold |
2,450
| – | – | 0.1% | 192 |
|
|
2018
Q2 | $230K | Hold |
2,450
| – | – | 0.07% | 276 |
|
|
2018
Q1 | $122K | Sell |
2,450
-3,150
| -56% | -$157K | 0.04% | 369 |
|
|
2017
Q4 | $256K | Sell |
5,600
-900
| -14% | -$41.1K | 0.08% | 257 |
|
|
2017
Q3 | $400K | Buy |
6,500
+1,200
| +23% | +$73.8K | 0.13% | 192 |
|
|
2017
Q2 | $266K | Buy |
+5,300
| New | +$266K | 0.09% | 240 |
|