Opal Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-774
| Closed | -$223K | – | 1245 |
|
|
2024
Q1 | $223K | Sell |
774
-947
| -55% | -$273K | 0.08% | 160 |
|
|
2023
Q4 | $451K | Buy |
1,721
+805
| +88% | +$211K | 0.18% | 87 |
|
|
2023
Q3 | $215K | Sell |
916
-375
| -29% | -$88.1K | 0.13% | 132 |
|
|
2023
Q2 | $315K | Buy |
+1,291
| New | +$315K | 0.16% | 89 |
|
|
2023
Q1 | – | Sell |
-2,551
| Closed | -$537K | – | 127 |
|
|
2022
Q4 | $537K | Buy |
+2,551
| New | +$537K | 0.3% | 47 |
|
|
2022
Q1 | – | Sell |
-1,059
| Closed | -$280K | – | 118 |
|
|
2021
Q4 | $280K | Buy |
+1,059
| New | +$280K | 0.18% | 89 |
|