Outlook Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$50.23 - $50.75 $411,735 - $415,997	8,197 Added 8.96%	99,718 $5.03 Million
Q4 2023 Jan 29, 2024	SELL	$49.7 - $50.52 $405,850 - $412,546	-8,166 Reduced 8.19%	91,521 $4.62 Million
Q3 2023 Oct 10, 2023	SELL	$49.55 - $49.89 $105,244 - $105,966	-2,124 Reduced 2.09%	99,687 $4.97 Million
Q2 2023 Jul 10, 2023	SELL	$49.48 - $49.72 $272,288 - $273,609	-5,503 Reduced 5.13%	101,811 $5.06 Million
Q1 2023 Apr 18, 2023	BUY	$49.26 - $49.62 $5.29 Million - $5.32 Million	107,314 New	107,314 $5.32 Million
Q1 2021 May 04, 2021	SELL	$50.15 - $50.25 $233,247 - $233,712	-4,651 Closed	0 $0
Q4 2020 Feb 04, 2021	SELL	$50.09 - $50.18 $4.49 Million - $4.5 Million	-89,622 Reduced 95.07%	4,651 $233,000
Q3 2020 Nov 10, 2020	BUY	$49.97 - $50.15 $445,582 - $447,187	8,917 Added 10.45%	94,273 $4.72 Million
Q2 2020 Jul 17, 2020	SELL	$48.5 - $50.01 $3.58 Million - $3.7 Million	-73,910 Reduced 46.41%	85,356 $4.27 Million
Q1 2020 Apr 16, 2020	BUY	$45.53 - $50.41 $7.25 Million - $8.03 Million	159,266 New	159,266 $7.72 Million

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

0

Put Options Held

0

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