OWA
Outlook Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,852
| Closed | -$856K | – | 253 |
|
|
2023
Q3 | $856K | Buy |
5,852
+47
| +0.8% | +$6.88K | 0.33% | 74 |
|
|
2023
Q2 | $889K | Buy |
5,805
+3,422
| +144% | +$524K | 0.34% | 69 |
|
|
2023
Q1 | $369K | Buy |
+2,383
| New | +$369K | 0.16% | 137 |
|
|
2020
Q4 | – | Sell |
-6,006
| Closed | -$945K | – | 186 |
|
|
2020
Q3 | $945K | Sell |
6,006
-382
| -6% | -$60.1K | 0.38% | 60 |
|
|
2020
Q2 | $1.07M | Buy |
+6,388
| New | +$1.07M | 0.45% | 59 |
|
|
2019
Q1 | – | Sell |
-1,057
| Closed | -$1.31M | – | 153 |
|
|
2018
Q4 | $1.31M | Buy |
+1,057
| New | +$1.31M | 0.6% | 39 |
|