OWA
Opal Wealth Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
3,848
+196
| +5% | +$14.8K | 0.08% | 144 |
|
|
2025
Q1 | $236K | Sell |
3,652
-44
| -1% | -$2.84K | 0.07% | 156 |
|
|
2024
Q4 | $236K | Sell |
3,696
-754
| -17% | -$48.1K | 0.07% | 165 |
|
|
2024
Q3 | $285K | Buy |
4,450
+420
| +10% | +$26.9K | 0.09% | 131 |
|
|
2024
Q2 | $209K | Buy |
+4,030
| New | +$209K | 0.07% | 173 |
|