PIWA

Prevail Innovative Wealth Advisors’s Barings BDC BBDC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-303,004	Closed	-$2.82M	–	150
2024 Q1	$2.82M	Buy	303,004 +15,953	+6%	+$148K	1.05%	23
2023 Q4	$2.46M	Buy	287,051 +6,826	+2%	+$58.6K	1.18%	30
2023 Q3	$2.5M	Buy	+280,225	New	+$2.5M	1.3%	24