Creative Planning’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 |
-1,094
| Closed | -$8.62K | – | 2910 |
|
|
2023
Q4 | $8.62K | Buy |
1,094
+19
| +2% | +$150 | ﹤0.01% | 2700 |
|
|
2023
Q3 | $4.75K | Hold |
1,075
| – | – | ﹤0.01% | 2684 |
|
|
2023
Q2 | $37.4K | Sell |
1,075
-75
| -7% | -$2.61K | ﹤0.01% | 2440 |
|
|
2023
Q1 | $25.1K | Hold |
1,150
| – | – | ﹤0.01% | 2367 |
|
|
2022
Q4 | $24.8K | Hold |
1,150
| – | – | ﹤0.01% | 2277 |
|
|
2022
Q3 | $28K | Hold |
1,150
| – | – | ﹤0.01% | 2133 |
|
|
2022
Q2 | $23K | Hold |
1,150
| – | – | ﹤0.01% | 2097 |
|
|
2022
Q1 | $41K | Hold |
1,150
| – | – | ﹤0.01% | 2066 |
|
|
2021
Q4 | $31K | Hold |
1,150
| – | – | ﹤0.01% | 2024 |
|
|
2021
Q3 | $50K | Hold |
1,150
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q2 | $57K | Sell |
1,150
-33
| -3% | -$1.64K | ﹤0.01% | 1909 |
|
|
2021
Q1 | $53K | Hold |
1,183
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q4 | $31K | Hold |
1,183
| – | – | ﹤0.01% | 2063 |
|
|
2020
Q3 | $17K | Hold |
1,183
| – | – | ﹤0.01% | 1923 |
|
|
2020
Q2 | $31K | Buy |
1,183
+300
| +34% | +$7.86K | ﹤0.01% | 1755 |
|
|
2020
Q1 | $11K | Buy |
+883
| New | +$11K | ﹤0.01% | 1700 |
|