Opal Wealth Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$21K	Buy
2024 Q3	–	Sell
2024 Q2	$409	Buy
2024 Q1	–	Sell
2023 Q4	$478K	Sell
2023 Q3	$439K	Buy
2023 Q2	$401K	Buy