PIWA

Prevail Innovative Wealth Advisors’s PennantPark Floating Rate Capital PFLT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-226,174	Closed	-$2.57M	–	178
2024 Q1	$2.57M	Buy	226,174 +17,703	+8%	+$201K	0.96%	27
2023 Q4	$2.52M	Buy	208,471 +38,626	+23%	+$467K	1.2%	27
2023 Q3	$1.81M	Buy	+169,845	New	+$1.81M	0.94%	41