OWA
Opal Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Sell |
1,519
-271
| -15% | -$143K | 0.22% | 49 |
|
|
2025
Q1 | $909K | Buy |
1,790
+9
| +0.5% | +$4.57K | 0.28% | 40 |
|
|
2024
Q4 | $887K | Buy |
1,781
+30
| +2% | +$14.9K | 0.27% | 52 |
|
|
2024
Q3 | $905K | Hold |
1,751
| – | – | 0.28% | 49 |
|
|
2024
Q2 | $781K | Buy |
1,751
+46
| +3% | +$20.5K | 0.25% | 51 |
|
|
2024
Q1 | $725K | Buy |
1,705
+12
| +0.7% | +$5.11K | 0.25% | 56 |
|
|
2023
Q4 | $746K | Buy |
1,693
+10
| +0.6% | +$4.41K | 0.29% | 56 |
|
|
2023
Q3 | $615K | Sell |
1,683
-65
| -4% | -$23.8K | 0.36% | 46 |
|
|
2023
Q2 | $701K | Buy |
1,748
+94
| +6% | +$37.7K | 0.35% | 37 |
|
|
2023
Q1 | $570K | Buy |
+1,654
| New | +$570K | 0.33% | 33 |
|