PIWA
Prevail Innovative Wealth Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,408
| Closed | -$544K | – | 188 |
|
|
2024
Q2 | $544K | Sell |
5,408
-907
| -14% | -$91.3K | 0.19% | 109 |
|
|
2024
Q1 | $635K | Buy |
6,315
+600
| +10% | +$60.3K | 0.24% | 117 |
|
|
2023
Q4 | $570K | Buy |
5,715
+1,835
| +47% | +$183K | 0.27% | 93 |
|
|
2023
Q3 | $389K | Buy |
+3,880
| New | +$389K | 0.2% | 97 |
|