OPTIMUM INVESTMENT ADVISORS – iShares U.S. Fixed Income Balanced Risk Factor ETF Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$246,000
portfolio value
OPTIMUM INVESTMENT ADVISORS quarter portfolio value change:
-4.54%
quarter
iShares U.S. Fixed Income Balanced Risk Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -12K | $81.97 | 3K | |
| Q2 2022 | share | Increase | +50.00% | 1K shares | 73K | $85.87 | 3K |
| Q1 2022 | share | Decrease | -13.04% | -300 shares | -44K | $92.67 | 2K |
| Q4 2021 | share | Decrease | -11.54% | -300 shares | -32K | $99.48 | 2.3K |
| Q3 2021 | share | Decrease | -23.53% | -800 shares | -81K | $99.87 | 2.6K |
| Q2 2021 | share | Decrease | -42.37% | -2.5K shares | -247K | $99.73 | 3.4K |
| Q1 2021 | share | 0.00% | 0 shares | -16K | $98.37 | 5.9K | |
| Q4 2020 | share | 0.00% | 0 shares | 6K | $100.74 | 5.9K | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $99.15 | 5.9K | |
| Q2 2020 | share | Increase | +5.36% | 300 shares | 51K | $98.34 | 5.9K |
| Q1 2020 | share | 0.00% | 0 shares | -24K | $93.89 | 5.6K | |
| Q4 2019 | share | Increase | +12.00% | 600 shares | 64K | $97.51 | 5.6K |
| Q3 2019 | share | Increase | 0.00% | 5K shares | 507K | $95.99 | 5K |