OPTIMUM INVESTMENT ADVISORS – Schwab U.S. Aggregate Bond ETF Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$178,000
portfolio value
OPTIMUM INVESTMENT ADVISORS quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.34% | 199 shares | -1K | $45.31 | 3.92K |
| Q2 2022 | share | Decrease | -0.32% | -12 shares | -10K | $47.87 | 3.72K |
| Q1 2022 | share | Decrease | -0.82% | -31 shares | -14K | $50.57 | 3.74K |
| Q4 2021 | share | Increase | +5.60% | 200 shares | 9K | $53.88 | 3.77K |
| Q3 2021 | share | Increase | +19.95% | 594 shares | 31K | $53.98 | 3.57K |
| Q2 2021 | share | Increase | +4.02% | 115 shares | 9K | $54.03 | 2.97K |
| Q1 2021 | share | Increase | +7.71% | 205 shares | 5K | $53.1 | 2.86K |
| Q4 2020 | share | Increase | +5.27% | 133 shares | 7K | $54.94 | 2.65K |
| Q3 2020 | share | Increase | +130.59% | 1.43K shares | 80K | $54.57 | 2.52K |
| Q2 2020 | share | Decrease | -23.21% | -331 shares | -15K | $54.41 | 1.09K |
| Q1 2020 | share | Increase | +3.03% | 42 shares | 3K | $52.17 | 1.42K |
| Q4 2019 | share | Increase | +4.22% | 56 shares | 2K | $51.13 | 1.38K |
| Q3 2019 | share | Increase | +3.59% | 46 shares | 4K | $51.07 | 1.32K |
| Q2 2019 | share | Increase | +2.48% | 31 shares | 3K | $49.92 | 1.28K |
| Q1 2019 | share | Increase | +22.17% | 227 shares | 13K | $48.5 | 1.25K |
| Q4 2018 | share | Increase | +9.40% | 88 shares | 5K | $47.06 | 1.02K |
| Q3 2018 | share | Increase | 0.00% | 936 shares | 47K | $46.41 | 936 |