OWA
Outlook Wealth Advisors’s Innovator Premium Income 30 Barrier ETF April APRJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,445
| Closed | -$208K | – | 253 |
|
|
2024
Q3 | $208K | Hold |
8,445
| – | – | 0.06% | 248 |
|
|
2024
Q2 | $1.82M | Sell |
8,445
-607
| -7% | -$131K | 0.57% | 36 |
|
|
2024
Q1 | $222K | Hold |
9,052
| – | – | 0.07% | 246 |
|
|
2023
Q4 | $222K | Sell |
9,052
-2,065
| -19% | -$50.7K | 0.08% | 218 |
|
|
2023
Q3 | $273K | Hold |
11,117
| – | – | 0.1% | 168 |
|
|
2023
Q2 | $274K | Buy |
+11,117
| New | +$274K | 0.1% | 169 |
|