OWA
COLE

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
2020
Q4 		$2.1M Hold
2020
Q3 		$2.1M Buy
2020
Q2 		$2.09M Buy
2020
Q1 		– Sell
2019
Q4 		$1.93M Buy
2019
Q3 		$2.12M Buy
2019
Q2 		$489K Sell
2019
Q1 		$631K Buy