OPTIMUM INVESTMENT ADVISORS – Schwab U.S. Broad Market ETF Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$213,000
portfolio value
OPTIMUM INVESTMENT ADVISORS quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -11K | $41.99 | 5.06K | |
| Q2 2022 | share | 0.00% | 0 shares | -46K | $44.19 | 5.06K | |
| Q1 2022 | share | 0.00% | 0 shares | -16K | $53.39 | 5.06K | |
| Q4 2021 | share | 0.00% | 0 shares | 23K | $113.36 | 5.06K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $103.86 | 2.53K | |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $103.94 | 2.53K | |
| Q1 2021 | share | 0.00% | 0 shares | 15K | $96.11 | 2.53K | |
| Q4 2020 | share | 0.00% | 0 shares | 28K | $90.16 | 2.53K | |
| Q3 2020 | share | 0.00% | 0 shares | 16K | $78.59 | 2.53K | |
| Q2 2020 | share | 0.00% | 0 shares | 33K | $72.04 | 2.53K | |
| Q1 2020 | share | 0.00% | 0 shares | -42K | $59.01 | 2.53K | |
| Q4 2019 | share | Decrease | -25.09% | -848 shares | -45K | $74.64 | 2.53K |
| Q3 2019 | share | Decrease | -25.42% | -1.15K shares | -80K | $68.53 | 3.38K |
| Q2 2019 | share | 0.00% | 0 shares | 12K | $67.74 | 4.53K | |
| Q1 2019 | share | 0.00% | 0 shares | 36K | $65.07 | 4.53K | |
| Q4 2018 | share | 0.00% | 0 shares | -47K | $57.07 | 4.53K | |
| Q3 2018 | share | 0.00% | 0 shares | 20K | $66.69 | 4.53K | |
| Q2 2018 | share | 0.00% | 0 shares | 10K | $62.24 | 4.53K | |
| Q1 2018 | share | 0.00% | 0 shares | -3K | $59.91 | 4.53K | |
| Q4 2017 | share | 0.00% | 0 shares | 16K | $60.35 | 4.53K | |
| Q3 2017 | share | Increase | 0.00% | 4.53K shares | 276K | $56.7 | 4.53K |