Opal Wealth Advisors, LLC Closed Holding Positions

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TEAM
Atlassian Corp PLC

Technology
Q2 2022 Filed on Aug 10, 2022
757
$162.49 - $317.18 $123K - $240K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
14,506
$6.05 - $7.05 $87.8K - $102K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2022 Filed on May 09, 2022
1,864
$89.52 - $114.03 $167K - $213K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2021 Filed on Jan 31, 2022
5,729
$60.25 - $67.16 $345K - $385K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q4 2021 Filed on Jan 31, 2022
26,876
$15.63 - $17.17 $420K - $461K
COO
Cooper Companies, Inc.

Healthcare
Q4 2021 Filed on Jan 31, 2022
528
$373.53 - $434.12 $197K - $229K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q4 2021 Filed on Jan 31, 2022
37,983
$15.13 - $18.22 $575K - $692K
NBSE
Neu Base Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
20,000
$3.27 - $4.76 $65.4K - $95.2K
General Electric CO
Q3 2021 Filed on Nov 05, 2021
13,664
N/A
CFRX
Contrafect Corp

Healthcare
Q3 2021 Filed on Nov 05, 2021
19,955
$3.19 - $4.43 $63.7K - $88.4K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q3 2021 Filed on Nov 05, 2021
42,042
$13.34 - $13.92 $561K - $585K
USCR
U.S. Concrete, Inc.

Basic Materials
Q2 2021 Filed on Aug 02, 2021
3,000
N/A
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q2 2021 Filed on Aug 02, 2021
15,957
$16.16 - $17.21 $258K - $275K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
26,181
$10.37 - $11.0 $271K - $288K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
18,691
$1.98 - $19.9 $37K - $372K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
16,748
$14.82 - $15.71 $248K - $263K
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