PIWA
RA
Prevail Innovative Wealth Advisors’s Brookfield Real Assets Income Fund RA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
121,418
+13,219
| +12% | +$177K | 0.36% | 94 |
|
|
2025
Q1 | $1.42M | Buy |
108,199
+19,571
| +22% | +$258K | 0.38% | 87 |
|
|
2024
Q4 | $1.18M | Buy |
88,628
+15,789
| +22% | +$210K | 0.34% | 92 |
|
|
2024
Q3 | $998K | Buy |
72,839
+17,424
| +31% | +$239K | 0.3% | 100 |
|
|
2024
Q2 | $707K | Buy |
55,415
+5,628
| +11% | +$71.8K | 0.25% | 105 |
|
|
2024
Q1 | $643K | Buy |
49,787
+13,791
| +38% | +$178K | 0.24% | 112 |
|
|
2023
Q4 | $461K | Buy |
+35,996
| New | +$461K | 0.22% | 107 |
|