PIWA
Prevail Innovative Wealth Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
109,562
-1,611
| -1% | -$24.4K | 0.37% | 90 |
|
|
2025
Q1 | $1.6M | Buy |
111,173
+4,319
| +4% | +$62.2K | 0.43% | 76 |
|
|
2024
Q4 | $1.62M | Sell |
106,854
-7,704
| -7% | -$117K | 0.47% | 70 |
|
|
2024
Q3 | $1.88M | Buy |
114,558
+26,062
| +29% | +$429K | 0.57% | 60 |
|
|
2024
Q2 | $1.45M | Buy |
+88,496
| New | +$1.45M | 0.51% | 75 |
|