Outlook Wealth Advisors, LLC Closed Holding Positions

Outlook Wealth Advisors, LLC

  • $288 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
7,734
$56.5 - $88.53 $437K - $685K
Ingersoll Rand Co. Ltd.
Q1 2020 Filed on Apr 16, 2020
1,795
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2020 Filed on Apr 16, 2020
5,544
$36.75 - $56.64 $204K - $314K
American Intl Group Inc Wts Ex
Q1 2020 Filed on Apr 16, 2020
69,665
N/A
Global X Mlp ETF
Q1 2020 Filed on Apr 16, 2020
16,554
N/A
Cardiovascular Biotherapeutics
Q1 2020 Filed on Apr 16, 2020
10,000
N/A
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2020 Filed on Apr 16, 2020
1
$240000.0 - $344970.0 $240K - $345K
SLB
Schlumberger Limited

Energy
Q1 2020 Filed on Apr 16, 2020
9,730
$12.05 - $40.82 $117K - $397K
BP
Bp PLC

Energy
Q1 2020 Filed on Apr 16, 2020
8,544
$16.11 - $39.85 $138K - $340K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2020 Filed on Apr 16, 2020
3,753
$22.33 - $135.05 $83.8K - $507K
PPL
Ppl Corp

Utilities
Q1 2020 Filed on Apr 16, 2020
7,775
$18.59 - $36.74 $145K - $286K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2020 Filed on Apr 16, 2020
6,758
$21.35 - $62.03 $144K - $419K
GSK
Gsk PLC

Healthcare
Q1 2020 Filed on Apr 16, 2020
8,136
$32.47 - $48.83 $264K - $397K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
13,391
$46.5 - $70.38 $623K - $942K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 16, 2020
7,058
$30.61 - $46.3 $216K - $327K
DVY
Ishares Tr

ETFs
Q1 2020 Filed on Apr 16, 2020
8,641
$62.67 - $107.3 $542K - $927K
MET
Metlife Inc

Financial Services
Q1 2020 Filed on Apr 16, 2020
7,769
$23.53 - $52.61 $183K - $409K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2020 Filed on Apr 16, 2020
14,487
$7.0 - $14.99 $101K - $217K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2020 Filed on Apr 16, 2020
7,792
$21.62 - $27.12 $168K - $211K
RF
Regions Financial Corp

Financial Services
Q4 2019 Filed on Feb 12, 2020
10,502
$14.89 - $17.43 $156K - $183K
AMCR
Amcor PLC

Consumer Cyclical
Q4 2019 Filed on Feb 12, 2020
13,807
$9.23 - $10.95 $127K - $151K
WTFC
Wintrust Financial Corp

Financial Services
Q4 2019 Filed on Feb 12, 2020
4,962
$60.68 - $71.65 $301K - $356K
WELL
Welltower Inc.

Real Estate
Q4 2019 Filed on Feb 12, 2020
4,328
$77.4 - $92.21 $335K - $399K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2019 Filed on Feb 12, 2020
1,650
$135.7 - $161.15 $224K - $266K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
5,802
$34.32 - $42.8 $199K - $248K
Bb & T Corp.
Q4 2019 Filed on Feb 12, 2020
7,155
N/A
EXC
Exelon Corp

Utilities
Q4 2019 Filed on Feb 12, 2020
6,132
$31.26 - $34.56 $192K - $212K
NSP
Insperity, Inc.

Industrials
Q4 2019 Filed on Feb 12, 2020
3,182
$68.25 - $107.67 $217K - $343K
VTR
Ventas, Inc.

Real Estate
Q4 2019 Filed on Feb 12, 2020
6,214
$55.15 - $74.56 $343K - $463K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
5,081
$40.21 - $51.55 $204K - $262K
ENB
Enbridge Inc

Energy
Q4 2019 Filed on Feb 12, 2020
7,882
$34.14 - $39.77 $269K - $313K
UPS
United Parcel Service Inc

Industrials
Q4 2019 Filed on Feb 12, 2020
4,436
$112.74 - $124.3 $500K - $551K
TTE
Total Energies Se

Energy
Q4 2019 Filed on Feb 12, 2020
7,178
$48.54 - $55.3 $348K - $397K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2019 Filed on Feb 12, 2020
11,986
$115.87 - $125.91 $1.39M - $1.51M
IVZ
Invesco Ltd.

Financial Services
Q3 2019 Filed on Oct 17, 2019
10,059
$15.2 - $20.97 $153K - $211K
FTI
Technip Fmc PLC

Energy
Q3 2019 Filed on Oct 17, 2019
29,325
$17.13 - $21.21 $502K - $622K
Well Care Health Plans Inc
Q3 2019 Filed on Oct 17, 2019
1,071
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q3 2019 Filed on Oct 17, 2019
15,502
$99.3 - $105.55 $1.54M - $1.64M
Strategic Storage Trust Ii Inc
Q3 2019 Filed on Oct 17, 2019
11,302
N/A
VMW
Vmware, Inc.

Technology
Q3 2019 Filed on Oct 17, 2019
2,394
$130.56 - $181.87 $313K - $435K
XLF
Financial Sector Spdr

ETFs
Q2 2019 Filed on Aug 15, 2019
9,160
N/A
EW
Edwards Lifesciences Corp

Healthcare
Q2 2019 Filed on Aug 15, 2019
2,082
$55.74 - $64.41 $116K - $134K
WLY
John Wiley & Sons, Inc.

Communication Services
Q2 2019 Filed on Aug 15, 2019
5,786
$41.18 - $48.2 $238K - $279K
KEY
Keycorp

Financial Services
Q2 2019 Filed on Aug 15, 2019
16,836
$15.97 - $17.75 $269K - $299K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2019 Filed on Aug 15, 2019
4,071
$330.13 - $361.02 $1.34M - $1.47M
CMA
Comerica Inc

Financial Services
Q2 2019 Filed on Aug 15, 2019
3,663
$68.82 - $80.33 $252K - $294K
OKE
Oneok Inc

Energy
Q2 2019 Filed on Aug 15, 2019
3,682
$63.62 - $70.6 $234K - $260K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q1 2019 Filed on May 06, 2019
1,115
N/A
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q1 2019 Filed on May 06, 2019
469
$66.04 - $77.94 $31K - $36.6K
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