PIWA
DX
Prevail Innovative Wealth Advisors’s Dynex Capital DX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-93,921
| Closed | -$1.19M | – | 180 |
|
|
2024
Q4 | $1.19M | Buy |
93,921
+14,455
| +18% | +$183K | 0.34% | 89 |
|
|
2024
Q3 | $1.01M | Buy |
79,466
+17,933
| +29% | +$229K | 0.31% | 97 |
|
|
2024
Q2 | $735K | Buy |
+61,533
| New | +$735K | 0.26% | 104 |
|
|
2023
Q3 | – | Sell |
-18,476
| Closed | -$233K | – | 131 |
|
|
2023
Q2 | $233K | Buy |
+18,476
| New | +$233K | 0.13% | 93 |
|