Opal Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Opal Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	BUY	$125.51 - $158.2 $71,917 - $90,648	573 Added 19.46%	3,517 $546,000
Q3 2023 Oct 18, 2023	BUY	$133.8 - $151.24 $393,907 - $445,250	2,944 New	2,944 $399,000
Q1 2023 Apr 19, 2023	SELL	$130.78 - $156.96 $809,005 - $970,954	-6,186 Reduced 74.61%	2,105 $288,000
Q4 2022 Feb 03, 2023	BUY	$131.32 - $149.64 $254,366 - $289,852	1,937 Added 30.48%	8,291 $1.15 Million
Q3 2022 Oct 17, 2022	SELL	$128.93 - $159.38 $158,970 - $196,515	-1,233 Reduced 16.25%	6,354 $819,000
Q2 2022 Aug 10, 2022	BUY	$134.47 - $162.71 $1.02 Million - $1.23 Million	7,587 New	7,587 $1.03 Million

1,052

58.8M

987K

207K

Get notified when there are updates to the investment portfolio of Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Opal Wealth Advisors, LLC with notifications on news.