OWA
Outlook Wealth Advisors’s SuRo Capital SSSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,174
| Closed | -$348K | – | 271 |
|
|
2024
Q2 | $348K | Hold |
10,174
| – | – | 0.11% | 188 |
|
|
2024
Q1 | $46.3K | Hold |
10,174
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $40.1K | Hold |
10,174
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $36.8K | Hold |
10,174
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $32.5K | Hold |
10,174
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $36.8K | Hold |
10,174
| – | – | 0.02% | 178 |
|
|
2022
Q4 | $38.7K | Hold |
10,174
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $39K | Hold |
10,174
| – | – | 0.02% | 182 |
|
|
2022
Q2 | $65K | Hold |
10,174
| – | – | 0.03% | 186 |
|
|
2022
Q1 | $88K | Buy |
+10,174
| New | +$88K | 0.03% | 196 |
|