OWA
Opal Wealth Advisors’s Alcon ALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,547
| Closed | -$138K | – | 222 |
|
|
2024
Q2 | $138K | Buy |
+1,547
| New | +$138K | 0.04% | 232 |
|
|
2023
Q2 | – | Sell |
-2,975
| Closed | -$210K | – | 147 |
|
|
2023
Q1 | $210K | Sell |
2,975
-453
| -13% | -$32K | 0.12% | 108 |
|
|
2022
Q4 | $235K | Sell |
3,428
-72
| -2% | -$4.94K | 0.13% | 102 |
|
|
2022
Q3 | $204K | Buy |
3,500
+111
| +3% | +$6.47K | 0.15% | 96 |
|
|
2022
Q2 | $237K | Sell |
3,389
-59
| -2% | -$4.13K | 0.16% | 89 |
|
|
2022
Q1 | $274K | Buy |
3,448
+27
| +0.8% | +$2.15K | 0.24% | 72 |
|
|
2021
Q4 | $298K | Buy |
3,421
+372
| +12% | +$32.4K | 0.19% | 83 |
|
|
2021
Q3 | $245K | Sell |
3,049
-11
| -0.4% | -$884 | 0.24% | 63 |
|
|
2021
Q2 | $215K | Buy |
+3,060
| New | +$215K | 0.2% | 75 |
|