OWA
Opal Wealth Advisors’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6K | Sell |
302
-1,233
| -80% | -$109K | 0.01% | 499 |
|
|
2025
Q1 | $127K | Buy |
+1,535
| New | +$127K | 0.04% | 236 |
|
|
2024
Q3 | – | Sell |
-1,464
| Closed | -$109K | – | 1091 |
|
|
2024
Q2 | $109K | Buy |
1,464
+123
| +9% | +$9.12K | 0.03% | 255 |
|
|
2024
Q1 | $107K | Buy |
+1,341
| New | +$107K | 0.04% | 188 |
|