JWM
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JFG Wealth Management’s Opal Dividend Income ETF DIVZ Stock Holding History

JFG Wealth Management’s Portfolio DIVZ Stock Details DIVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,000
Closed -$666K – 64
2023
Q4 		$666K Buy
+24,000
New +$666K 0.19% 33