PIWA
Prevail Innovative Wealth Advisors’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-131,407
| Closed | -$2.88M | – | 171 |
|
|
2024
Q4 | $2.88M | Sell |
131,407
-3,161
| -2% | -$69.2K | 0.83% | 46 |
|
|
2024
Q3 | $2.82M | Buy |
+134,568
| New | +$2.82M | 0.86% | 47 |
|
|
2023
Q4 | – | Sell |
-23,669
| Closed | -$461K | – | 137 |
|
|
2023
Q3 | $461K | Sell |
23,669
-140,077
| -86% | -$2.73M | 0.24% | 91 |
|
|
2023
Q2 | $3.08M | Buy |
+163,746
| New | +$3.08M | 1.69% | 17 |
|