OPTIMUM INVESTMENT ADVISORS – The Charles Schwab Corporation Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$127,000
portfolio value
OPTIMUM INVESTMENT ADVISORS quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 15K | $71.87 | 1.76K | |
| Q2 2022 | share | Increase | +0.06% | 1 shares | -37K | $63.18 | 1.76K |
| Q1 2022 | share | 0.00% | 0 shares | 1K | $84.31 | 1.76K | |
| Q4 2021 | share | 0.00% | 0 shares | 19K | $84.48 | 1.76K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $72.68 | 1.76K | |
| Q2 2021 | share | 0.00% | 0 shares | 14K | $72.48 | 1.76K | |
| Q1 2021 | share | 0.00% | 0 shares | 21K | $64.71 | 1.76K | |
| Q4 2020 | share | Increase | +44.32% | 542 shares | 50K | $52.49 | 1.76K |
| Q3 2020 | share | 0.00% | 0 shares | 3K | $35.71 | 1.22K | |
| Q2 2020 | share | Increase | +0.08% | 1 shares | 0 | $33.08 | 1.22K |
| Q1 2020 | share | 0.00% | 0 shares | -17K | $32.79 | 1.22K | |
| Q4 2019 | share | 0.00% | 0 shares | 7K | $46.21 | 1.22K | |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $40.49 | 1.22K | |
| Q2 2019 | share | Increase | +0.08% | 1 shares | -3K | $38.72 | 1.22K |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $41.04 | 1.22K | |
| Q4 2018 | share | 0.00% | 0 shares | -9K | $39.72 | 1.22K | |
| Q3 2018 | share | 0.00% | 0 shares | -2K | $46.88 | 1.22K | |
| Q2 2018 | share | 0.00% | 0 shares | -2K | $48.61 | 1.22K | |
| Q1 2018 | share | Increase | 0.00% | 1.22K shares | 64K | $49.59 | 1.22K |