PIWA
Prevail Innovative Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-94,107
| Closed | -$1.61M | – | 192 |
|
|
2024
Q4 | $1.61M | Buy |
94,107
+8,536
| +10% | +$146K | 0.47% | 71 |
|
|
2024
Q3 | $1.49M | Buy |
+85,571
| New | +$1.49M | 0.45% | 77 |
|
|
2024
Q2 | – | Sell |
-110,700
| Closed | -$1.94M | – | 176 |
|
|
2024
Q1 | $1.94M | Buy |
+110,700
| New | +$1.94M | 0.72% | 61 |
|