OWA
Opal Wealth Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
+47
| New | +$21K | 0.01% | 559 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$409 | – | 531 |
|
|
2024
Q2 | $409 | Buy |
+1
| New | +$409 | ﹤0.01% | 1181 |
|
|
2024
Q1 | – | Sell |
-1,001
| Closed | -$478K | – | 351 |
|
|
2023
Q4 | $478K | Sell |
1,001
-3
| -0.3% | -$1.43K | 0.19% | 83 |
|
|
2023
Q3 | $439K | Buy |
1,004
+3
| +0.3% | +$1.31K | 0.26% | 62 |
|
|
2023
Q2 | $401K | Buy |
+1,001
| New | +$401K | 0.2% | 63 |
|