PIWA
Prevail Innovative Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
13,218
-24,919
| -65% | -$4.53M | 0.54% | 60 |
|
|
2025
Q1 | $6.61M | Sell |
38,137
-18,043
| -32% | -$3.13M | 1.76% | 8 |
|
|
2024
Q4 | $9.84M | Buy |
56,180
+20,905
| +59% | +$3.66M | 2.85% | 2 |
|
|
2024
Q3 | $6.32M | Buy |
+35,275
| New | +$6.32M | 1.93% | 7 |
|
|
2023
Q3 | – | Sell |
-13,090
| Closed | -$1.96M | – | 150 |
|
|
2023
Q2 | $1.96M | Buy |
+13,090
| New | +$1.96M | 1.07% | 32 |
|