Envestnet Asset Management’s Outlook Therapeutics OTLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,724
| Closed | -$16.5K | – | 4130 |
|
|
2023
Q3 | $16.5K | Buy |
3,724
+1,298
| +54% | +$5.74K | ﹤0.01% | 3981 |
|
|
2023
Q2 | $84.4K | Sell |
2,426
-108
| -4% | -$3.76K | ﹤0.01% | 3844 |
|
|
2023
Q1 | $55.2K | Buy |
2,534
+1,154
| +84% | +$25.2K | ﹤0.01% | 3845 |
|
|
2022
Q4 | $29.8K | Sell |
1,380
-48
| -3% | -$1.04K | ﹤0.01% | 3902 |
|
|
2022
Q3 | $35K | Buy |
1,428
+192
| +16% | +$4.71K | ﹤0.01% | 3838 |
|
|
2022
Q2 | $25K | Buy |
1,236
+9
| +0.7% | +$182 | ﹤0.01% | 3870 |
|
|
2022
Q1 | $44K | Sell |
1,227
-596
| -33% | -$21.4K | ﹤0.01% | 3869 |
|
|
2021
Q4 | $50K | Buy |
+1,823
| New | +$50K | ﹤0.01% | 3810 |
|