PIWA
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Prevail Innovative Wealth Advisors’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio UTF Stock Details UTF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36,658
Closed -$779K – 189
2023
Q4 		$779K Buy
36,658
+14,628
+66% +$311K 0.37% 76
2023
Q3 		$431K Buy
+22,030
New +$431K 0.22% 95