PIWA
Prevail Innovative Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
+52,263
| New | +$1.62M | 0.36% | 95 |
|
|
2025
Q1 | – | Sell |
-63,351
| Closed | -$1.99M | – | 183 |
|
|
2024
Q4 | $1.99M | Buy |
+63,351
| New | +$1.99M | 0.58% | 57 |
|
|
2024
Q3 | – | Sell |
-95,623
| Closed | -$2.77M | – | 175 |
|
|
2024
Q2 | $2.77M | Sell |
95,623
-3,011
| -3% | -$87.3K | 0.98% | 41 |
|
|
2024
Q1 | $2.88M | Buy |
98,634
+3,572
| +4% | +$104K | 1.07% | 21 |
|
|
2023
Q4 | $2.5M | Buy |
+95,062
| New | +$2.5M | 1.2% | 28 |
|