PIWA
Prevail Innovative Wealth Advisors’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,653
| Closed | -$249K | – | 200 |
|
|
2024
Q2 | $249K | Sell |
7,653
-24,209
| -76% | -$788K | 0.09% | 133 |
|
|
2024
Q1 | $1.04M | Sell |
31,862
-10,791
| -25% | -$353K | 0.39% | 88 |
|
|
2023
Q4 | $1.4M | Sell |
42,653
-84,917
| -67% | -$2.79M | 0.67% | 62 |
|
|
2023
Q3 | $4.01M | Sell |
127,570
-19,679
| -13% | -$619K | 2.08% | 6 |
|
|
2023
Q2 | $4.73M | Buy |
+147,249
| New | +$4.73M | 2.59% | 7 |
|