PIWA
Prevail Innovative Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
161,257
+12,218
| +8% | +$109K | 0.32% | 111 |
|
|
2025
Q1 | $1.28M | Buy |
149,039
+24,624
| +20% | +$212K | 0.34% | 97 |
|
|
2024
Q4 | $1.03M | Sell |
124,415
-52,576
| -30% | -$435K | 0.3% | 101 |
|
|
2024
Q3 | $1.53M | Sell |
176,991
-3,486
| -2% | -$30.2K | 0.47% | 73 |
|
|
2024
Q2 | $1.47M | Buy |
180,477
+72,497
| +67% | +$592K | 0.52% | 74 |
|
|
2024
Q1 | $891K | Buy |
+107,980
| New | +$891K | 0.33% | 101 |
|