PIWA
Prevail Innovative Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,689
| Closed | -$2.81M | – | 185 |
|
|
2024
Q2 | $2.81M | Buy |
25,689
+5,926
| +30% | +$647K | 0.99% | 39 |
|
|
2024
Q1 | $2.05M | Buy |
+19,763
| New | +$2.05M | 0.76% | 57 |
|
|
2023
Q4 | – | Sell |
-5,722
| Closed | -$433K | – | 148 |
|
|
2023
Q3 | $433K | Buy |
+5,722
| New | +$433K | 0.22% | 94 |
|