OWA

Outlook Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,734	Closed	-$1.25M	–	169
2019 Q4	$1.25M	Buy	+7,734	New	+$1.25M	0.71%	33
2019 Q1	–	Sell	-1,679	Closed	-$2.25M	–	159
2018 Q4	$2.25M	Buy	+1,679	New	+$2.25M	1.03%	18