PIWA
Prevail Innovative Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
+25,382
| New | +$551K | 0.12% | 164 |
|
|
2025
Q1 | – | Sell |
-125,682
| Closed | -$2.54M | – | 170 |
|
|
2024
Q4 | $2.54M | Sell |
125,682
-168,861
| -57% | -$3.41M | 0.74% | 52 |
|
|
2024
Q3 | $6.35M | Buy |
294,543
+74,694
| +34% | +$1.61M | 1.93% | 6 |
|
|
2024
Q2 | $4.72M | Buy |
219,849
+23,971
| +12% | +$515K | 1.67% | 8 |
|
|
2024
Q1 | $3.82M | Sell |
195,878
-116,160
| -37% | -$2.27M | 1.42% | 12 |
|
|
2023
Q4 | $5.53M | Sell |
312,038
-18,635
| -6% | -$330K | 2.64% | 3 |
|
|
2023
Q3 | $5.5M | Buy |
330,673
+64,942
| +24% | +$1.08M | 2.86% | 3 |
|
|
2023
Q2 | $4.47M | Buy |
+265,731
| New | +$4.47M | 2.45% | 9 |
|