PIWA
Prevail Innovative Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,889
| Closed | -$3.4M | – | 188 |
|
|
2024
Q3 | $3.4M | Buy |
6,889
+621
| +10% | +$307K | 1.04% | 28 |
|
|
2024
Q2 | $2.77M | Buy |
+6,268
| New | +$2.77M | 0.98% | 43 |
|
|
2024
Q1 | – | Sell |
-6,580
| Closed | -$2.81M | – | 177 |
|
|
2023
Q4 | $2.81M | Buy |
6,580
+761
| +13% | +$325K | 1.34% | 21 |
|
|
2023
Q3 | $2.3M | Buy |
5,819
+2,153
| +59% | +$852K | 1.2% | 34 |
|
|
2023
Q2 | $1.44M | Buy |
+3,666
| New | +$1.44M | 0.79% | 44 |
|