PIWA
Prevail Innovative Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
604
-4,564
| -88% | -$3.23M | 0.1% | 170 |
|
|
2025
Q1 | $2.82M | Buy |
+5,168
| New | +$2.82M | 0.75% | 39 |
|
|
2024
Q3 | – | Sell |
-4,613
| Closed | -$2.09M | – | 180 |
|
|
2024
Q2 | $2.09M | Sell |
4,613
-5,080
| -52% | -$2.3M | 0.74% | 63 |
|
|
2024
Q1 | $4.05M | Buy |
9,693
+1,253
| +15% | +$523K | 1.51% | 9 |
|
|
2023
Q4 | $3.26M | Buy |
8,440
+831
| +11% | +$321K | 1.55% | 13 |
|
|
2023
Q3 | $2.46M | Buy |
+7,609
| New | +$2.46M | 1.28% | 26 |
|