PIWA
Prevail Innovative Wealth Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.48M | Sell |
48,166
-75,117
| -61% | -$3.87M | 0.56% | 58 |
|
2025
Q1 | $5.97M | Sell |
123,283
-45,149
| -27% | -$2.19M | 1.59% | 14 |
|
2024
Q4 | $9.16M | Buy |
168,432
+20,530
| +14% | +$1.12M | 2.65% | 5 |
|
2024
Q3 | $7.99M | Buy |
147,902
+42,182
| +40% | +$2.28M | 2.43% | 4 |
|
2024
Q2 | $5.28M | Buy |
105,720
+6,600
| +7% | +$329K | 1.87% | 7 |
|
2024
Q1 | $5.19M | Buy |
99,120
+72,851
| +277% | +$3.81M | 1.93% | 6 |
|
2023
Q4 | $1.34M | Buy |
+26,269
| New | +$1.34M | 0.64% | 64 |
|