PIWA

Prevail Innovative Wealth Advisors’s Agree Realty ADC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-28,332	Closed	-$1.62M	–	147
2024 Q1	$1.62M	Sell	28,332 -15,054	-35%	-$860K	0.6%	77
2023 Q4	$2.73M	Buy	43,386 +12,455	+40%	+$784K	1.3%	22
2023 Q3	$1.71M	Buy	+30,931	New	+$1.71M	0.89%	45