PIWA
Prevail Innovative Wealth Advisors’s Broadstone Net Lease BNL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.55M | Buy |
158,658
+76,169
| +92% | +$1.22M | 0.57% | 56 |
|
2025
Q1 | $1.41M | Buy |
+82,489
| New | +$1.41M | 0.37% | 90 |
|
2024
Q3 | – | Sell |
-177,588
| Closed | -$2.82M | – | 166 |
|
2024
Q2 | $2.82M | Buy |
177,588
+68,097
| +62% | +$1.08M | 1% | 36 |
|
2024
Q1 | $1.72M | Buy |
+109,491
| New | +$1.72M | 0.64% | 71 |
|