PIWA
Prevail Innovative Wealth Advisors’s Kimbell Royalty Partners KRP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-155,448
| Closed | -$2.18M | – | 208 |
|
2025
Q1 | $2.18M | Buy |
155,448
+82,968
| +114% | +$1.16M | 0.58% | 57 |
|
2024
Q4 | $1.18M | Buy |
72,480
+12,917
| +22% | +$210K | 0.34% | 93 |
|
2024
Q3 | $958K | Buy |
+59,563
| New | +$958K | 0.29% | 102 |
|
2023
Q3 | – | Sell |
-73,538
| Closed | -$1.08M | – | 139 |
|
2023
Q2 | $1.08M | Buy |
+73,538
| New | +$1.08M | 0.59% | 53 |
|