Opal Wealth Advisors’s Donaldson DCI Stock Holding History

Opal Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$53.7K	Sell
2025 Q1	$72.9K	Buy
2024 Q3	–	Sell
2024 Q2	$13.5K	Buy