OWA
Outlook Wealth Advisors’s Emergent Biosolutions EBS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-5,869
| Closed | -$545K | – | 213 |
|
2021
Q1 | $545K | Buy |
5,869
+587
| +11% | +$54.5K | 0.19% | 136 |
|
2020
Q4 | $473K | Buy |
5,282
+108
| +2% | +$9.67K | 0.17% | 134 |
|
2020
Q3 | $535K | Sell |
5,174
-2,640
| -34% | -$273K | 0.21% | 107 |
|
2020
Q2 | $618K | Buy |
7,814
+326
| +4% | +$25.8K | 0.26% | 82 |
|
2020
Q1 | $433K | Buy |
7,488
+276
| +4% | +$16K | 0.24% | 86 |
|
2019
Q4 | $389K | Buy |
7,212
+1,473
| +26% | +$79.5K | 0.22% | 101 |
|
2019
Q3 | $300K | Buy |
5,739
+244
| +4% | +$12.8K | 0.18% | 132 |
|
2019
Q2 | $265K | Buy |
5,495
+468
| +9% | +$22.6K | 0.17% | 134 |
|
2019
Q1 | $254K | Buy |
5,027
+4,007
| +393% | +$202K | 0.21% | 126 |
|
2018
Q4 | $605K | Buy |
+1,020
| New | +$605K | 0.28% | 89 |
|