OWA
Opal Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
371
+262
| +240% | +$275K | 0.11% | 103 |
|
|
2025
Q1 | $103K | Buy |
+109
| New | +$103K | 0.03% | 269 |
|
|
2024
Q3 | – | Sell |
-130
| Closed | -$102K | – | 312 |
|
|
2024
Q2 | $102K | Sell |
130
-142
| -52% | -$112K | 0.03% | 267 |
|
|
2024
Q1 | $227K | Sell |
272
-130
| -32% | -$108K | 0.08% | 158 |
|
|
2023
Q4 | $326K | Sell |
402
-40
| -9% | -$32.5K | 0.13% | 121 |
|
|
2023
Q3 | $286K | Buy |
442
+65
| +17% | +$42K | 0.17% | 105 |
|
|
2023
Q2 | $261K | Buy |
377
+19
| +5% | +$13.1K | 0.13% | 118 |
|
|
2023
Q1 | $240K | Buy |
358
+26
| +8% | +$17.4K | 0.14% | 95 |
|
|
2022
Q4 | $235K | Buy |
+332
| New | +$235K | 0.13% | 101 |
|
|
2022
Q2 | – | Sell |
-273
| Closed | -$209K | – | 113 |
|
|
2022
Q1 | $209K | Hold |
273
| – | – | 0.18% | 95 |
|
|
2021
Q4 | $250K | Buy |
+273
| New | +$250K | 0.16% | 96 |
|