OWA
Opal Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,864
| Closed | -$215K | – | 120 |
|
|
2021
Q4 | $215K | Hold |
1,864
| – | – | 0.14% | 114 |
|
|
2021
Q3 | $209K | Hold |
1,864
| – | – | 0.2% | 77 |
|
|
2021
Q2 | $211K | Sell |
1,864
-312
| -14% | -$35.3K | 0.2% | 77 |
|
|
2021
Q1 | $222K | Hold |
2,176
| – | – | 0.24% | 68 |
|
|
2020
Q4 | $223K | Buy |
+2,176
| New | +$223K | 0.28% | 63 |
|