KWB Wealth’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 |
-1,044
| Closed | -$8.23K | – | 135 |
|
|
2023
Q4 | $8.23K | Buy |
1,044
+224
| +27% | +$1.77K | ﹤0.01% | 129 |
|
|
2023
Q3 | $28.5K | Hold |
820
| – | – | ﹤0.01% | 123 |
|
|
2023
Q2 | $28.5K | Sell |
820
-288
| -26% | -$10K | ﹤0.01% | 124 |
|
|
2023
Q1 | $23.9K | Buy |
+1,108
| New | +$23.9K | ﹤0.01% | 119 |
|
|
2022
Q4 | – | Sell |
-820
| Closed | -$20K | – | 121 |
|
|
2022
Q3 | $20K | Hold |
820
| – | – | ﹤0.01% | 104 |
|
|
2022
Q2 | $17K | Sell |
820
-544
| -40% | -$11.3K | ﹤0.01% | 103 |
|
|
2022
Q1 | $37K | Hold |
1,364
| – | – | 0.01% | 90 |
|
|
2021
Q4 | $37K | Buy |
+1,364
| New | +$37K | 0.01% | 90 |
|