OPTIMUM INVESTMENT ADVISORS – Schwab U.S. Mid-Cap ETF Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$182,000
portfolio value
OPTIMUM INVESTMENT ADVISORS quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.59% | 47 shares | -4K | $60.53 | 3.01K |
| Q2 2022 | share | Increase | +2.00% | 58 shares | -35K | $62.73 | 2.96K |
| Q1 2022 | share | Increase | +2.00% | 57 shares | -8K | $75.86 | 2.90K |
| Q4 2021 | share | Increase | +1.57% | 44 shares | 14K | $80.5 | 2.85K |
| Q3 2021 | share | Increase | +18.85% | 445 shares | 30K | $76.66 | 2.80K |
| Q2 2021 | share | Increase | +1.55% | 36 shares | 12K | $77.99 | 2.36K |
| Q1 2021 | share | Decrease | -3.57% | -86 shares | 9K | $73.97 | 2.32K |
| Q4 2020 | share | Decrease | -1.99% | -49 shares | 28K | $67.69 | 2.41K |
| Q3 2020 | share | Increase | +218.24% | 1.68K shares | 95K | $54.81 | 2.46K |
| Q2 2020 | share | Decrease | -68.00% | -1.64K shares | -61K | $51.79 | 773 |
| Q1 2020 | share | Increase | +4.27% | 99 shares | -37K | $41.36 | 2.41K |
| Q4 2019 | share | Increase | +6.09% | 133 shares | 15K | $58.73 | 2.31K |
| Q3 2019 | share | Increase | +5.25% | 109 shares | 6K | $54.92 | 2.18K |
| Q2 2019 | share | Increase | +1.02% | 21 shares | 4K | $55.23 | 2.07K |
| Q1 2019 | share | Increase | +46.71% | 654 shares | 47K | $53.4 | 2.05K |
| Q4 2018 | share | Increase | +15.99% | 193 shares | -3K | $46.07 | 1.4K |
| Q3 2018 | share | Increase | 0.00% | 1.20K shares | 70K | $55.32 | 1.20K |