PIWA
Prevail Innovative Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,902
| Closed | -$593K | – | 230 |
|
|
2025
Q1 | $593K | Sell |
11,902
-62,365
| -84% | -$3.11M | 0.16% | 140 |
|
|
2024
Q4 | $3.59M | Buy |
+74,267
| New | +$3.59M | 1.04% | 30 |
|
|
2024
Q2 | – | Sell |
-15,130
| Closed | -$637K | – | 192 |
|
|
2024
Q1 | $637K | Sell |
15,130
-2,245
| -13% | -$94.6K | 0.24% | 116 |
|
|
2023
Q4 | $653K | Buy |
+17,375
| New | +$653K | 0.31% | 87 |
|