Outlook Wealth Advisors, LLC
Holdings in CRF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $110,201 | 13,758 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $110,614 | 13,758 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $109,887 | 14,179 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $99,808 | 14,179 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $120,799 | 14,179 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $112,459 | 14,179 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $115,110 | 14,957 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $115,439 | 15,679 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $108,523 | 15,679 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $122,818 | 15,679 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $122,971 | 15,679 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $113,595 | 15,679 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $109,138 | 15,679 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $124,817 | 15,679 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $128,045 | 15,679 | Shares | Sole | 2022-07-28 |
| 2022-03-31 | $202,227 | 14,829 | Shares | Sole | 2022-07-28 |
| 2021-12-31 | $199,900 | 14,829 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $191,589 | 15,747 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $175,224 | 15,747 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $150,715 | 11,611 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $129,770 | 11,611 | Shares | Sole | 2021-02-04 |
| 2020-09-30 | $125,216 | 11,611 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $114,402 | 11,611 | Shares | Sole | 2020-07-17 |