Prevail Innovative Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-40,144	Closed	-$2.28M	–	151
2023 Q2	$2.28M	Buy	+40,144	New	+$2.28M	1.25%	25