LVW Advisors’s Outlook Therapeutics OTLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6K | Buy |
+21,000
| New | +$33.6K | ﹤0.01% | 326 |
|
|
2024
Q4 | – | Sell |
-47,730
| Closed | -$255K | – | 324 |
|
|
2024
Q3 | $255K | Hold |
47,730
| – | – | 0.03% | 268 |
|
|
2024
Q2 | $352K | Buy |
+47,730
| New | +$352K | 0.05% | 207 |
|
|
2023
Q3 | – | Sell |
-86,682
| Closed | -$3.02M | – | 225 |
|
|
2023
Q2 | $3.02M | Hold |
86,682
| – | – | 0.58% | 41 |
|
|
2023
Q1 | $1.89M | Hold |
86,682
| – | – | 0.37% | 60 |
|
|
2022
Q4 | $1.87M | Hold |
86,682
| – | – | 0.38% | 62 |
|
|
2022
Q3 | $2.12M | Hold |
86,682
| – | – | 0.47% | 56 |
|
|
2022
Q2 | $1.77M | Sell |
86,682
-500
| -0.6% | -$10.2K | 0.36% | 60 |
|
|
2022
Q1 | $3.1M | Hold |
87,182
| – | – | 0.52% | 50 |
|
|
2021
Q4 | $2.37M | Hold |
87,182
| – | – | 0.4% | 55 |
|
|
2021
Q3 | $3.78M | Hold |
87,182
| – | – | 0.65% | 42 |
|
|
2021
Q2 | $4.34M | Hold |
87,182
| – | – | 0.77% | 36 |
|
|
2021
Q1 | $3.92M | Hold |
87,182
| – | – | 0.75% | 37 |
|
|
2020
Q4 | $2.27M | Hold |
87,182
| – | – | 0.45% | 54 |
|
|
2020
Q3 | $1.26M | Buy |
87,182
+53,424
| +158% | +$769K | 0.28% | 62 |
|
|
2020
Q2 | $871K | Buy |
33,758
+11,923
| +55% | +$308K | 0.21% | 72 |
|
|
2020
Q1 | $263K | Hold |
21,835
| – | – | 0.07% | 131 |
|
|
2019
Q4 | $258K | Buy |
21,835
+2,381
| +12% | +$28.1K | 0.06% | 154 |
|
|
2019
Q3 | $580K | Buy |
19,454
+5,314
| +38% | +$158K | 0.14% | 93 |
|
|
2019
Q2 | $588K | Buy |
+14,140
| New | +$588K | 0.16% | 85 |
|