CAPTRUST Financial Advisors’s Outlook Therapeutics OTLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,807
| Closed | -$30K | – | 2501 |
|
|
2023
Q4 | $30K | Sell |
3,807
-3,000
| -44% | -$23.6K | ﹤0.01% | 2611 |
|
|
2023
Q3 | $30.1K | Buy |
6,807
+5,779
| +562% | +$25.5K | ﹤0.01% | 2508 |
|
|
2023
Q2 | $35.8K | Buy |
1,028
+500
| +95% | +$17.4K | ﹤0.01% | 2445 |
|
|
2023
Q1 | $11.5K | Buy |
+528
| New | +$11.5K | ﹤0.01% | 2267 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$12K | – | 2151 |
|
|
2022
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 2027 |
|
|
2022
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 3751 |
|
|
2022
Q1 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 3457 |
|