PIWA
Prevail Innovative Wealth Advisors’s New Mountain Finance NMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
182,461
-9,820
| -5% | -$104K | 0.43% | 74 |
|
|
2025
Q1 | $2.12M | Buy |
192,281
+13,907
| +8% | +$153K | 0.57% | 61 |
|
|
2024
Q4 | $2.01M | Sell |
178,374
-12,899
| -7% | -$145K | 0.58% | 56 |
|
|
2024
Q3 | $2.29M | Sell |
191,273
-2,567
| -1% | -$30.8K | 0.7% | 55 |
|
|
2024
Q2 | $2.37M | Sell |
193,840
-7,224
| -4% | -$88.4K | 0.84% | 56 |
|
|
2024
Q1 | $2.55M | Buy |
201,064
+17,352
| +9% | +$220K | 0.95% | 29 |
|
|
2023
Q4 | $2.34M | Buy |
183,712
+117,153
| +176% | +$1.49M | 1.11% | 33 |
|
|
2023
Q3 | $862K | Buy |
+66,559
| New | +$862K | 0.45% | 68 |
|