PIWA
Prevail Innovative Wealth Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
324,530
-7,879
| -2% | -$328K | 3.03% | 2 |
|
|
2025
Q1 | $13.7M | Buy |
332,409
+289,488
| +674% | +$11.9M | 3.64% | 2 |
|
|
2024
Q4 | $1.79M | Buy |
42,921
+7,291
| +20% | +$304K | 0.52% | 63 |
|
|
2024
Q3 | $1.49M | Buy |
35,630
+8,298
| +30% | +$347K | 0.45% | 76 |
|
|
2024
Q2 | $1.14M | Buy |
27,332
+4,261
| +18% | +$178K | 0.4% | 87 |
|
|
2024
Q1 | $972K | Buy |
23,071
+5,628
| +32% | +$237K | 0.36% | 98 |
|
|
2023
Q4 | $731K | Buy |
17,443
+6,794
| +64% | +$285K | 0.35% | 82 |
|
|
2023
Q3 | $447K | Buy |
+10,649
| New | +$447K | 0.23% | 92 |
|