OWA
Opal Wealth Advisors’s AB InBev BUD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-164
| Closed | -$9.54K | – | 328 |
|
2024
Q2 | $9.54K | Buy |
+164
| New | +$9.54K | ﹤0.01% | 667 |
|
2021
Q4 | – | Sell |
-4,312
| Closed | -$243K | – | 128 |
|
2021
Q3 | $243K | Sell |
4,312
-145
| -3% | -$8.17K | 0.23% | 64 |
|
2021
Q2 | $321K | Buy |
4,457
+155
| +4% | +$11.2K | 0.3% | 47 |
|
2021
Q1 | $270K | Sell |
4,302
-15
| -0.3% | -$941 | 0.29% | 53 |
|
2020
Q4 | $302K | Buy |
+4,317
| New | +$302K | 0.38% | 37 |
|