PIWA
Prevail Innovative Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
138,181
+17,171
| +14% | +$246K | 0.44% | 72 |
|
|
2025
Q1 | $1.77M | Sell |
121,010
-2,543
| -2% | -$37.3K | 0.47% | 68 |
|
|
2024
Q4 | $1.87M | Sell |
123,553
-11,241
| -8% | -$170K | 0.54% | 60 |
|
|
2024
Q3 | $1.96M | Buy |
134,794
+117,331
| +672% | +$1.71M | 0.6% | 57 |
|
|
2024
Q2 | $268K | Sell |
17,463
-127,504
| -88% | -$1.96M | 0.09% | 131 |
|
|
2024
Q1 | $2.23M | Sell |
144,967
-6,088
| -4% | -$93.6K | 0.83% | 48 |
|
|
2023
Q4 | $2.23M | Buy |
151,055
+610
| +0.4% | +$9K | 1.06% | 35 |
|
|
2023
Q3 | $2.08M | Buy |
150,445
+86,340
| +135% | +$1.2M | 1.08% | 38 |
|
|
2023
Q2 | $860K | Buy |
+64,105
| New | +$860K | 0.47% | 67 |
|