PIWA
Prevail Innovative Wealth Advisors’s AGNC Investment AGNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
311,910
+34,807
| +13% | +$320K | 0.64% | 49 |
|
|
2025
Q1 | $2.65M | Buy |
277,103
+83,176
| +43% | +$797K | 0.71% | 44 |
|
|
2024
Q4 | $1.79M | Buy |
+193,927
| New | +$1.79M | 0.52% | 64 |
|
|
2024
Q2 | – | Sell |
-279,347
| Closed | -$2.77M | – | 148 |
|
|
2024
Q1 | $2.77M | Buy |
279,347
+18,007
| +7% | +$178K | 1.03% | 24 |
|
|
2023
Q4 | $2.56M | Buy |
261,340
+168,858
| +183% | +$1.66M | 1.22% | 25 |
|
|
2023
Q3 | $873K | Buy |
+92,482
| New | +$873K | 0.45% | 67 |
|