OWA
Outlook Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
1,963
+8
| +0.4% | +$4.22K | 0.27% | 74 |
|
|
2025
Q1 | $993K | Hold |
1,955
| – | – | 0.28% | 69 |
|
|
2024
Q4 | $973K | Hold |
1,955
| – | – | 0.28% | 66 |
|
|
2024
Q3 | $1.01M | Sell |
1,955
-570
| -23% | -$294K | 0.29% | 64 |
|
|
2024
Q2 | $1.13M | Buy |
2,525
+20
| +0.8% | +$8.92K | 0.35% | 55 |
|
|
2024
Q1 | $1.07M | Hold |
2,505
| – | – | 0.33% | 62 |
|
|
2023
Q4 | $1.1M | Hold |
2,505
| – | – | 0.39% | 55 |
|
|
2023
Q3 | $915K | Hold |
2,505
| – | – | 0.35% | 68 |
|
|
2023
Q2 | $1M | Hold |
2,505
| – | – | 0.38% | 57 |
|
|
2023
Q1 | $864K | Hold |
2,505
| – | – | 0.38% | 64 |
|
|
2022
Q4 | $839K | Sell |
2,505
-158
| -6% | -$52.9K | 0.4% | 62 |
|
|
2022
Q3 | $813K | Hold |
2,663
| – | – | 0.36% | 62 |
|
|
2022
Q2 | $898K | Buy |
2,663
+1
| +0% | +$337 | 0.37% | 66 |
|
|
2022
Q1 | $1.09M | Buy |
+2,662
| New | +$1.09M | 0.37% | 66 |
|