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Prevail Innovative Wealth Advisors’s BP BP Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio BP Stock Details BP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-90,018
Closed -$2.83M – 167
2024
Q3 		$2.83M Buy
90,018
+11,954
+15% +$375K 0.86% 46
2024
Q2 		$2.82M Buy
+78,064
New +$2.82M 1% 37