OWA
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Outlook Wealth Advisors’s Comerica CMA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-3,663
Closed -$269K 152
2019
Q1
$269K Buy
3,663
+2,940
+407% +$216K 0.22% 120
2018
Q4
$497K Buy
+723
New +$497K 0.23% 115