OWA
Opal Wealth Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5K | Sell |
125
-253
| -67% | -$102K | 0.01% | 375 |
|
|
2025
Q1 | $159K | Sell |
378
-272
| -42% | -$114K | 0.05% | 204 |
|
|
2024
Q4 | $315K | Sell |
650
-84
| -11% | -$40.7K | 0.09% | 123 |
|
|
2024
Q3 | $372K | Sell |
734
-40
| -5% | -$20.3K | 0.12% | 105 |
|
|
2024
Q2 | $348K | Sell |
774
-43
| -5% | -$19.3K | 0.11% | 110 |
|
|
2024
Q1 | $389K | Buy |
817
+14
| +2% | +$6.67K | 0.13% | 104 |
|
|
2023
Q4 | $362K | Sell |
803
-3
| -0.4% | -$1.35K | 0.14% | 108 |
|
|
2023
Q3 | $277K | Sell |
806
-30
| -4% | -$10.3K | 0.16% | 110 |
|
|
2023
Q2 | $293K | Sell |
836
-9
| -1% | -$3.15K | 0.15% | 99 |
|
|
2023
Q1 | $275K | Buy |
845
+67
| +9% | +$21.8K | 0.16% | 83 |
|
|
2022
Q4 | $262K | Sell |
778
-113
| -13% | -$38K | 0.14% | 90 |
|
|
2022
Q3 | $247K | Sell |
891
-11
| -1% | -$3.05K | 0.18% | 80 |
|
|
2022
Q2 | $218K | Sell |
902
-19
| -2% | -$4.59K | 0.14% | 96 |
|
|
2022
Q1 | $274K | Buy |
921
+58
| +7% | +$17.3K | 0.24% | 73 |
|
|
2021
Q4 | $289K | Buy |
+863
| New | +$289K | 0.18% | 87 |
|