PIWA
PAXS

Prevail Innovative Wealth Advisors’s PIMCO Access Income Fund PAXS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-56,737
Closed -$811K 181
2023
Q4
$811K Buy
56,737
+20,977
+59% +$300K 0.39% 74
2023
Q3
$496K Buy
35,760
+14,725
+70% +$204K 0.26% 83
2023
Q2
$310K Buy
+21,035
New +$310K 0.17% 80