OWA
Outlook Wealth Advisors’s Allison Transmission ALSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,651
| Closed | -$282K | – | 161 |
|
|
2020
Q1 | $282K | Buy |
8,651
+355
| +4% | +$11.6K | 0.16% | 127 |
|
|
2019
Q4 | $401K | Buy |
8,296
+1,118
| +16% | +$54K | 0.23% | 93 |
|
|
2019
Q3 | $338K | Buy |
7,178
+232
| +3% | +$10.9K | 0.2% | 117 |
|
|
2019
Q2 | $322K | Buy |
6,946
+522
| +8% | +$24.2K | 0.21% | 121 |
|
|
2019
Q1 | $289K | Buy |
6,424
+5,204
| +427% | +$234K | 0.24% | 116 |
|
|
2018
Q4 | $535K | Buy |
+1,220
| New | +$535K | 0.24% | 103 |
|