PIWA
Prevail Innovative Wealth Advisors’s Tesla TSLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $270K | Sell |
849
-254
| -23% | -$80.7K | 0.06% | 179 |
|
2025
Q1 | $286K | Sell |
1,103
-27
| -2% | -$7K | 0.08% | 157 |
|
2024
Q4 | $456K | Sell |
1,130
-154
| -12% | -$62.2K | 0.13% | 132 |
|
2024
Q3 | $336K | Buy |
1,284
+42
| +3% | +$11K | 0.1% | 135 |
|
2024
Q2 | $246K | Sell |
1,242
-58
| -4% | -$11.5K | 0.09% | 134 |
|
2024
Q1 | $229K | Sell |
1,300
-42
| -3% | -$7.38K | 0.09% | 151 |
|
2023
Q4 | $333K | Buy |
1,342
+223
| +20% | +$55.4K | 0.16% | 111 |
|
2023
Q3 | $280K | Sell |
1,119
-75
| -6% | -$18.8K | 0.15% | 110 |
|
2023
Q2 | $313K | Buy |
+1,194
| New | +$313K | 0.17% | 79 |
|