PIWA
Prevail Innovative Wealth Advisors’s SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
34,153
+5,044
| +17% | +$156K | 0.24% | 125 |
|
|
2025
Q1 | $897K | Buy |
29,109
+5,147
| +21% | +$159K | 0.24% | 112 |
|
|
2024
Q4 | $736K | Sell |
23,962
-62,052
| -72% | -$1.91M | 0.21% | 106 |
|
|
2024
Q3 | $2.65M | Buy |
86,014
+12,966
| +18% | +$400K | 0.81% | 52 |
|
|
2024
Q2 | $2.25M | Buy |
73,048
+12,399
| +20% | +$383K | 0.8% | 59 |
|
|
2024
Q1 | $1.87M | Sell |
60,649
-34,580
| -36% | -$1.07M | 0.7% | 63 |
|
|
2023
Q4 | $2.91M | Sell |
95,229
-7,460
| -7% | -$228K | 1.39% | 18 |
|
|
2023
Q3 | $3.15M | Buy |
+102,689
| New | +$3.15M | 1.64% | 16 |
|