OWA
Outlook Wealth Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
877
-14
| -2% | -$6.26K | 0.1% | 185 |
|
|
2025
Q1 | $405K | Buy |
891
+7
| +0.8% | +$3.18K | 0.11% | 173 |
|
|
2024
Q4 | $425K | Buy |
884
+96
| +12% | +$46.1K | 0.12% | 158 |
|
|
2024
Q3 | $362K | Buy |
788
+71
| +10% | +$32.7K | 0.1% | 187 |
|
|
2024
Q2 | $293K | Buy |
717
+144
| +25% | +$58.8K | 0.09% | 218 |
|
|
2024
Q1 | $260K | Buy |
573
+124
| +28% | +$56.3K | 0.08% | 230 |
|
|
2023
Q4 | $214K | Buy |
+449
| New | +$214K | 0.07% | 225 |
|