PIWA
Prevail Innovative Wealth Advisors’s Trinity Capital TRIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-43,453
| Closed | -$638K | – | 189 |
|
|
2024
Q1 | $638K | Sell |
43,453
-58,839
| -58% | -$864K | 0.24% | 115 |
|
|
2023
Q4 | $1.49M | Buy |
102,292
+10,289
| +11% | +$149K | 0.71% | 61 |
|
|
2023
Q3 | $1.28M | Buy |
92,003
+80,972
| +734% | +$1.13M | 0.66% | 62 |
|
|
2023
Q2 | $146K | Buy |
+11,031
| New | +$146K | 0.08% | 104 |
|