OWA
Opal Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,517
| Closed | -$546K | – | 354 |
|
|
2023
Q4 | $546K | Buy |
3,517
+573
| +19% | +$89K | 0.22% | 73 |
|
|
2023
Q3 | $399K | Buy |
+2,944
| New | +$399K | 0.23% | 72 |
|
|
2023
Q2 | – | Sell |
-2,105
| Closed | -$288K | – | 149 |
|
|
2023
Q1 | $288K | Sell |
2,105
-6,186
| -75% | -$848K | 0.17% | 77 |
|
|
2022
Q4 | $1.15M | Buy |
8,291
+1,937
| +30% | +$269K | 0.63% | 24 |
|
|
2022
Q3 | $819K | Sell |
6,354
-1,233
| -16% | -$159K | 0.6% | 24 |
|
|
2022
Q2 | $1.03M | Buy |
+7,587
| New | +$1.03M | 0.68% | 22 |
|