PIWA
Prevail Innovative Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
15,051
+2,967
| +25% | +$171K | 0.19% | 142 |
|
|
2025
Q1 | $701K | Buy |
+12,084
| New | +$701K | 0.19% | 131 |
|
|
2024
Q1 | – | Sell |
-68,529
| Closed | -$3.93M | – | 179 |
|
|
2023
Q4 | $3.93M | Buy |
68,529
+2,005
| +3% | +$115K | 1.88% | 6 |
|
|
2023
Q3 | $3.32M | Buy |
+66,524
| New | +$3.32M | 1.72% | 15 |
|