OWA
Opal Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-209
| Closed | -$16.9K | – | 688 |
|
|
2024
Q2 | $16.9K | Buy |
+209
| New | +$16.9K | 0.01% | 548 |
|
|
2024
Q1 | – | Sell |
-9,660
| Closed | -$751K | – | 355 |
|
|
2023
Q4 | $751K | Buy |
+9,660
| New | +$751K | 0.3% | 55 |
|
|
2023
Q1 | – | Sell |
-10,986
| Closed | -$741K | – | 129 |
|
|
2022
Q4 | $741K | Buy |
10,986
+7,603
| +225% | +$513K | 0.41% | 38 |
|
|
2022
Q3 | $210K | Sell |
3,383
-427
| -11% | -$26.5K | 0.15% | 92 |
|
|
2022
Q2 | $246K | Buy |
+3,810
| New | +$246K | 0.16% | 85 |
|