OWA
Opal Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-295
| Closed | -$15.7K | – | 456 |
|
|
2024
Q2 | $15.7K | Buy |
+295
| New | +$15.7K | 0.01% | 573 |
|
|
2023
Q4 | – | Sell |
-5,393
| Closed | -$278K | – | 171 |
|
|
2023
Q3 | $278K | Buy |
5,393
+46
| +0.9% | +$2.37K | 0.16% | 107 |
|
|
2023
Q2 | $285K | Sell |
5,347
-268
| -5% | -$14.3K | 0.14% | 104 |
|
|
2023
Q1 | $308K | Buy |
5,615
+1,272
| +29% | +$69.7K | 0.18% | 70 |
|
|
2022
Q4 | $219K | Buy |
+4,343
| New | +$219K | 0.12% | 111 |
|
|
2022
Q3 | – | Sell |
-4,455
| Closed | -$230K | – | 105 |
|
|
2022
Q2 | $230K | Buy |
+4,455
| New | +$230K | 0.15% | 94 |
|