PIWA

Prevail Innovative Wealth Advisors’s Heritage Commerce HTBK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-118,401	Closed	-$1.02M	–	166
2024 Q1	$1.02M	Sell	118,401 -84,666	-42%	-$726K	0.38%	92
2023 Q4	$2.01M	Buy	203,067 +13,455	+7%	+$133K	0.96%	40
2023 Q3	$1.61M	Buy	+189,612	New	+$1.61M	0.83%	50