OWA
Outlook Wealth Advisors’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
39,102
-585
| -1% | -$32.1K | 0.55% | 33 |
|
|
2025
Q1 | $2.01M | Buy |
39,687
+1,898
| +5% | +$96.4K | 0.56% | 35 |
|
|
2024
Q4 | $2.02M | Sell |
37,789
-2,275
| -6% | -$122K | 0.58% | 33 |
|
|
2024
Q3 | $2.08M | Buy |
40,064
+1,016
| +3% | +$52.7K | 0.6% | 34 |
|
|
2024
Q2 | $321K | Sell |
39,048
-1,387
| -3% | -$11.4K | 0.1% | 204 |
|
|
2024
Q1 | $2.02M | Sell |
40,435
-1,118
| -3% | -$55.7K | 0.62% | 34 |
|
|
2023
Q4 | $1.9M | Sell |
41,553
-1,381
| -3% | -$63.2K | 0.67% | 32 |
|
|
2023
Q3 | $1.77M | Sell |
42,934
-2,093
| -5% | -$86.4K | 0.68% | 35 |
|
|
2023
Q2 | $1.95M | Sell |
45,027
-1,883
| -4% | -$81.6K | 0.74% | 32 |
|
|
2023
Q1 | $1.88M | Buy |
+46,910
| New | +$1.88M | 0.84% | 29 |
|