OWA
Opal Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-137
| Closed | -$10.7K | – | 477 |
|
|
2024
Q2 | $10.7K | Buy |
+137
| New | +$10.7K | ﹤0.01% | 645 |
|
|
2023
Q1 | – | Sell |
-9,187
| Closed | -$603K | – | 121 |
|
|
2022
Q4 | $603K | Buy |
+9,187
| New | +$603K | 0.33% | 44 |
|
|
2022
Q1 | – | Sell |
-8,764
| Closed | -$690K | – | 110 |
|
|
2021
Q4 | $690K | Buy |
+8,764
| New | +$690K | 0.44% | 40 |
|