OWA
Opal Wealth Advisors’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
3,653
+1,543
| +73% | +$52.2K | 0.03% | 247 |
|
|
2025
Q1 | $64.6K | Buy |
+2,110
| New | +$64.6K | 0.02% | 325 |
|
|
2024
Q3 | – | Sell |
-2,125
| Closed | -$62.8K | – | 1103 |
|
|
2024
Q2 | $62.8K | Buy |
2,125
+763
| +56% | +$22.5K | 0.02% | 331 |
|
|
2024
Q1 | $41.8K | Buy |
+1,362
| New | +$41.8K | 0.01% | 214 |
|