OPTIMUM INVESTMENT ADVISORS – Energy Select Sector SPDR Fund Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$163,000
portfolio value
OPTIMUM INVESTMENT ADVISORS quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.73% | 123 shares | 10K | $72.02 | 2.26K |
| Q2 2022 | share | Increase | +20.29% | 362 shares | 17K | $71.51 | 2.14K |
| Q1 2022 | share | Decrease | -11.24% | -226 shares | 24K | $76.44 | 1.78K |
| Q4 2021 | share | Decrease | -31.80% | -937 shares | -41K | $55.36 | 2.01K |
| Q3 2021 | share | Decrease | -5.64% | -176 shares | -15K | $52.09 | 2.94K |
| Q2 2021 | share | Decrease | -5.36% | -177 shares | 6K | $53.2 | 3.12K |
| Q1 2021 | share | Increase | +2.74% | 88 shares | 40K | $47.98 | 3.3K |
| Q4 2020 | share | Increase | +1.74% | 55 shares | 27K | $36.67 | 3.21K |
| Q3 2020 | share | Increase | +0.25% | 8 shares | -24K | $28.59 | 3.15K |
| Q2 2020 | share | Increase | +7.99% | 233 shares | 34K | $35.53 | 3.14K |
| Q1 2020 | share | Decrease | -8.22% | -261 shares | -106K | $26.93 | 2.91K |
| Q4 2019 | share | Increase | +3.49% | 107 shares | 9K | $54.34 | 3.17K |
| Q3 2019 | share | Increase | +1.52% | 46 shares | -11K | $51.52 | 3.07K |
| Q2 2019 | share | Increase | +5.96% | 170 shares | 4K | $54.95 | 3.02K |
| Q1 2019 | share | Increase | +1.31% | 37 shares | 27K | $56.51 | 2.85K |
| Q4 2018 | share | Increase | +0.90% | 25 shares | -49K | $48.64 | 2.81K |
| Q3 2018 | share | Decrease | -5.80% | -172 shares | -14K | $63.63 | 2.79K |
| Q2 2018 | share | Decrease | -0.87% | -26 shares | 23K | $63.37 | 2.96K |
| Q1 2018 | share | Increase | +5.95% | 168 shares | -2K | $55.86 | 2.99K |
| Q4 2017 | share | Increase | 0.00% | 2.82K shares | 204K | $59.46 | 2.82K |