PIWA
ASG

Prevail Innovative Wealth Advisors’s Liberty All-Star Growth Fund ASG Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio ASG Stock Details ASG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-99,889
Closed -$488K – 195
2025
Q1 		$488K Buy
99,889
+75,316
+306% +$368K 0.13% 145
2024
Q4 		$139K Buy
+24,573
New +$139K 0.04% 160