PIWA
WIW
Prevail Innovative Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
245,397
+79,119
| +48% | +$693K | 0.48% | 66 |
|
|
2025
Q1 | $1.46M | Buy |
166,278
+30,517
| +22% | +$268K | 0.39% | 84 |
|
|
2024
Q4 | $1.12M | Buy |
135,761
+26,542
| +24% | +$220K | 0.33% | 96 |
|
|
2024
Q3 | $965K | Buy |
109,219
+26,188
| +32% | +$232K | 0.29% | 101 |
|
|
2024
Q2 | $707K | Buy |
83,031
+7,745
| +10% | +$65.9K | 0.25% | 106 |
|
|
2024
Q1 | $650K | Buy |
75,286
+15,978
| +27% | +$138K | 0.24% | 110 |
|
|
2023
Q4 | $514K | Buy |
+59,308
| New | +$514K | 0.25% | 99 |
|