PIWA
Prevail Innovative Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
49,915
+16,362
| +49% | +$799K | 0.55% | 59 |
|
|
2025
Q1 | $1.74M | Sell |
33,553
-44,392
| -57% | -$2.31M | 0.46% | 71 |
|
|
2024
Q4 | $3.75M | Buy |
77,945
+45,617
| +141% | +$2.2M | 1.09% | 27 |
|
|
2024
Q3 | $1.52M | Buy |
32,328
+16,096
| +99% | +$759K | 0.46% | 74 |
|
|
2024
Q2 | $779K | Buy |
16,232
+6,292
| +63% | +$302K | 0.28% | 100 |
|
|
2024
Q1 | $472K | Buy |
+9,940
| New | +$472K | 0.18% | 127 |
|
|
2023
Q4 | – | Sell |
-89,934
| Closed | -$3.8M | – | 135 |
|
|
2023
Q3 | $3.8M | Buy |
89,934
+5,951
| +7% | +$251K | 1.97% | 8 |
|
|
2023
Q2 | $3.29M | Buy |
+83,983
| New | +$3.29M | 1.8% | 15 |
|