PIWA
Prevail Innovative Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-48,318
| Closed | -$3.33M | – | 182 |
|
|
2024
Q3 | $3.33M | Buy |
48,318
+5,234
| +12% | +$361K | 1.01% | 30 |
|
|
2024
Q2 | $2.82M | Buy |
43,084
+27,381
| +174% | +$1.79M | 1% | 35 |
|
|
2024
Q1 | $1.11M | Buy |
+15,703
| New | +$1.11M | 0.41% | 85 |
|
|
2023
Q4 | – | Sell |
-2,819
| Closed | -$659K | – | 149 |
|
|
2023
Q3 | $659K | Buy |
+2,819
| New | +$659K | 0.34% | 74 |
|