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Optimum Investment Advisors’s Woodside Energy WDS Stock Holding History

Optimum Investment Advisors’s Portfolio WDS Stock Details WDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-108
Closed -$2.03K – 661
2024
Q2 		$2.03K Sell
108
-162
-60% -$3.01K ﹤0.01% 595
2024
Q1 		$5.39K Hold
270
– – ﹤0.01% 566
2023
Q4 		$5.69K Hold
270
– – ﹤0.01% 554
2023
Q3 		$6.29K Hold
270
– – ﹤0.01% 590
2023
Q2 		$6.26K Hold
270
– – ﹤0.01% 589
2023
Q1 		$6.06K Hold
270
– – ﹤0.01% 604
2022
Q4 		$6.54K Sell
270
-90
-25% -$2.13K ﹤0.01% 604
2022
Q3 		$7K Hold
360
– – ﹤0.01% 626
2022
Q2 		$8K Buy
+360
New +$8.16K ﹤0.01% 632

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Fidelity Investments
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Natixis Advisors
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Bank of America
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ABC
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Dimensional Fund Advisors
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return