OWA
Opal Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.4K | Sell |
303
-127
| -30% | -$23.2K | 0.02% | 361 |
|
|
2025
Q1 | $73.5K | Buy |
+430
| New | +$73.5K | 0.02% | 306 |
|
|
2024
Q3 | – | Sell |
-242
| Closed | -$41.3K | – | 943 |
|
|
2024
Q2 | $41.3K | Buy |
+242
| New | +$41.3K | 0.01% | 378 |
|
|
2024
Q1 | – | Sell |
-1,445
| Closed | -$213K | – | 361 |
|
|
2023
Q4 | $213K | Buy |
+1,445
| New | +$213K | 0.08% | 161 |
|