OWA
Opal Wealth Advisors’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Sell |
237
-1,245
| -84% | -$222K | 0.01% | 402 |
|
|
2025
Q1 | $238K | Buy |
1,482
+191
| +15% | +$30.6K | 0.07% | 155 |
|
|
2024
Q4 | $225K | Sell |
1,291
-23
| -2% | -$4K | 0.07% | 174 |
|
|
2024
Q3 | $297K | Sell |
1,314
-104
| -7% | -$23.5K | 0.09% | 124 |
|
|
2024
Q2 | $317K | Sell |
1,418
-16
| -1% | -$3.58K | 0.1% | 121 |
|
|
2024
Q1 | $367K | Sell |
1,434
-38
| -3% | -$9.72K | 0.12% | 109 |
|
|
2023
Q4 | $335K | Buy |
1,472
+23
| +2% | +$5.23K | 0.13% | 118 |
|
|
2023
Q3 | $292K | Buy |
1,449
+66
| +5% | +$13.3K | 0.17% | 101 |
|
|
2023
Q2 | $254K | Sell |
1,383
-103
| -7% | -$18.9K | 0.13% | 120 |
|
|
2023
Q1 | $290K | Buy |
1,486
+51
| +4% | +$9.94K | 0.17% | 74 |
|
|
2022
Q4 | $256K | Sell |
1,435
-99
| -6% | -$17.7K | 0.14% | 92 |
|
|
2022
Q3 | $239K | Buy |
1,534
+4
| +0.3% | +$623 | 0.17% | 84 |
|
|
2022
Q2 | $241K | Buy |
1,530
+40
| +3% | +$6.3K | 0.16% | 88 |
|
|
2022
Q1 | $267K | Buy |
1,490
+43
| +3% | +$7.71K | 0.23% | 77 |
|
|
2021
Q4 | $296K | Buy |
1,447
+275
| +23% | +$56.3K | 0.19% | 85 |
|
|
2021
Q3 | $213K | Buy |
+1,172
| New | +$213K | 0.2% | 75 |
|
|
2021
Q2 | – | Sell |
-1,294
| Closed | -$214K | – | 86 |
|
|
2021
Q1 | $214K | Buy |
+1,294
| New | +$214K | 0.23% | 75 |
|