Outlook Wealth Advisors’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History

Outlook Wealth Advisors’s Portfolio COLE Stock Details COLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-211,413	Closed	-$2.1M	–	204
2020 Q4	$2.1M	Hold	211,413	–	–	0.76%	30
2020 Q3	$2.1M	Buy	211,413 +329	+0.2%	+$3.27K	0.83%	27
2020 Q2	$2.09M	Buy	+211,084	New	+$2.09M	0.89%	28
2020 Q1	–	Sell	-193,073	Closed	-$1.93M	–	188
2019 Q4	$1.93M	Buy	193,073 +834	+0.4%	+$8.34K	1.09%	23
2019 Q3	$2.12M	Buy	192,239 +147,944	+334%	+$1.63M	1.26%	18
2019 Q2	$489K	Sell	44,295 -12,898	-23%	-$142K	0.32%	76
2019 Q1	$631K	Buy	+57,193	New	+$631K	0.52%	51

Outlook Wealth Advisors's COLE Position: Q1 2021 in Review

Outlook Wealth Advisors sold out of COLE REAL ESTATE INVESTMENTS, INC COM (COLE) in Q1 2021, closing a stake of 211,413 shares — an estimated $2.1M sold.

Outlook Wealth Advisors first reported a position in COLE in Q1 2019 and held it in 7 quarters. The position peaked at $2.12M in Q3 2019. 0 funds tracked by Wall St. Rank hold COLE as of Q1 2021.

Outlook Wealth Advisors reported no remaining COLE REAL ESTATE INVESTMENTS, INC COM position as of Q1 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 211,413 COLE REAL ESTATE INVESTMENTS, INC COM shares in Q1 2021, an estimated $2.1M.
Outlook Wealth Advisors first reported a position in COLE REAL ESTATE INVESTMENTS, INC COM in Q1 2019 and held it in 7 quarters.
Outlook Wealth Advisors's COLE REAL ESTATE INVESTMENTS, INC COM position peaked at $2.12M in Q3 2019.
0 funds tracked by Wall St. Rank held COLE REAL ESTATE INVESTMENTS, INC COM as of Q1 2021.

Based on Outlook Wealth Advisors's 13F filing for Q1 2021, filed 4 May 2021.