PIWA
Prevail Innovative Wealth Advisors’s Civitas Resources CIVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-72,637
| Closed | -$3.68M | – | 173 |
|
|
2024
Q3 | $3.68M | Buy |
72,637
+12,768
| +21% | +$647K | 1.12% | 26 |
|
|
2024
Q2 | $4.13M | Buy |
59,869
+7,515
| +14% | +$519K | 1.46% | 15 |
|
|
2024
Q1 | $3.97M | Buy |
52,354
+28,874
| +123% | +$2.19M | 1.48% | 11 |
|
|
2023
Q4 | $1.61M | Buy |
+23,480
| New | +$1.61M | 0.77% | 57 |
|