PIWA
Prevail Innovative Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.48M | Buy |
+48,286
| New | +$1.48M | 0.33% | 107 |
|
2025
Q1 | – | Sell |
-92,708
| Closed | -$3M | – | 174 |
|
2024
Q4 | $3M | Sell |
92,708
-2,851
| -3% | -$92.1K | 0.87% | 45 |
|
2024
Q3 | $2.8M | Buy |
+95,559
| New | +$2.8M | 0.85% | 49 |
|
2024
Q1 | – | Sell |
-67,908
| Closed | -$1.88M | – | 162 |
|
2023
Q4 | $1.88M | Sell |
67,908
-928
| -1% | -$25.7K | 0.9% | 44 |
|
2023
Q3 | $1.88M | Sell |
68,836
-54,843
| -44% | -$1.5M | 0.98% | 39 |
|
2023
Q2 | $3.38M | Buy |
+123,679
| New | +$3.38M | 1.85% | 14 |
|