OWA
COLE
Outlook Wealth Advisors’s COLE REAL ESTATE INVESTMENTS, INC COM COLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 |
|