Optimum Investment Advisors’s WW International WW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-1,000
| Closed | -$38K | – | 1023 |
|
2019
Q3 | $38K | Buy |
+1,000
| New | +$38K | 0.01% | 559 |
|
2019
Q2 | – | Sell |
-500
| Closed | -$10K | – | 999 |
|
2019
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 814 |
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$72K | – | 1028 |
|
2018
Q3 | $72K | Buy |
+1,000
| New | +$72K | 0.02% | 457 |
|
2018
Q2 | – | Sell |
-600
| Closed | -$38K | – | 1062 |
|
2018
Q1 | $38K | Buy |
+600
| New | +$38K | 0.01% | 581 |
|