PIWA
Prevail Innovative Wealth Advisors’s AllianceBernstein AB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Buy |
21,822
+10,803
| +98% | +$441K | 0.2% | 139 |
|
|
2025
Q1 | $422K | Buy |
+11,019
| New | +$422K | 0.11% | 148 |
|
|
2024
Q3 | – | Sell |
-35,011
| Closed | -$1.18M | – | 159 |
|
|
2024
Q2 | $1.18M | Buy |
35,011
+5,510
| +19% | +$186K | 0.42% | 82 |
|
|
2024
Q1 | $1.02M | Buy |
29,501
+5,916
| +25% | +$206K | 0.38% | 90 |
|
|
2023
Q4 | $732K | Buy |
23,585
+10,863
| +85% | +$337K | 0.35% | 81 |
|
|
2023
Q3 | $386K | Buy |
+12,722
| New | +$386K | 0.2% | 98 |
|